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Morningstar

Nationwide Bailard Intl Eqs A NWHJX

Morningstar Analyst Rating
Analyst rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.08  /  0.87 %
  • Total Assets 167.7 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.270%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.45%
  • Turnover 45%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:52 PM GMT+00:00

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.

Continuous adjustment in an effort to improve the record.

Senior Analyst

Summary

| by Gregg Wolper

Nationwide Bailard International Equities’ management team has much experience and a willingness to be flexible, but the amount of adjustment that's been needed (with more to come), the strategy's limited analyst support, and a subpar record result in Morningstar Analyst Ratings of Neutral for all share classes.

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