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Morningstar

Nationwide Destination 2025 R6 NWHIX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.23  /  +0.12 %
  • Total Assets 153.5 Mil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.28%
  • Turnover 30%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:33 PM GMT+0

Morningstar’s Analysis NWHIX

Will NWHIX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NWHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NWHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Nationwide Destination 2025 R6's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NWHIX

More NWHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

43.00 68.6 Mil
—

Nationwide Multi-Cap Portfolio R6

13.29 21.2 Mil
—

Nationwide International Index R6

8.66 13.8 Mil
—

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

7.49 11.9 Mil
Cash and Equivalents

Nationwide Inflation-Prot Secs R6

6.18 9.9 Mil
—

Nationwide U.S. 130/30 Equity R6

6.04 9.6 Mil
—

Nationwide Amundi Strat Inc R6

5.47 8.7 Mil
—

Nationwide Fundamental All Cap Equity R6

3.33 5.3 Mil
—

iShares Core MSCI Emerging Markets ETF

2.56 4.1 Mil
—

iShares 20+ Year Treasury Bond ETF

1.95 3.1 Mil
—