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Nationwide Bailard Cogntv Val A NWHDX

Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 14.89  /  1.19 %
  • Total Assets 99.2 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 283%

Morningstar’s Analysis NWHDX

Will NWHDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Nationwide Bailard Cogntv Val A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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