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.
Nationwide Bailard Intl Eqs A NWHJX
NAV / 1-Day Return
8.89
/
0.11
%
Total Assets
200.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.260%
Expense Ratio
1.260%
Fee Level
Above Average
Longest Manager Tenure
14.96
years
Category
Foreign Large Blend
Investment Style
Large BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
1.31%
Turnover
—
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Good team, average approach.
