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Nationwide Bailard Intl Eqs A NWHJX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Nationwide Investment Hub

Morningstar’s Analysis NWHJX

Will NWHJX 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 NWHJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    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.

  • Parent Pillar

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

Adjustments to the approach.

null Gregg Wolper

Gregg Wolper

Summary

Nationwide Bailard International Equities' process changes might improve its prospects, but it’s early in that transition and the investment management team is less robust than those at many competitors.

by Gregg Wolper
Rated on Published on

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