Nationwide Bailard International Equities' experienced team and lackluster process add up to a Morningstar Analyst Rating downgrade to Neutral from Bronze for all share classes under Morningstar's new methodology.
Will NWHJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWHJX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NWHJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NWHJX’s parent organization’s priorities and whether they’re in line with investors’ interests.