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Morningstar

Nationwide Bailard Intl Eqs M NWHLX Fund Analysis

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

Morningstar’s Analysis NWHLX

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

People Pillar

The People Pillar is our evaluation of the NWHLX 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 NWHLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A mixture of quantitative and qualitative aspects has produced unimpressive results.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Nationwide Bailard International Equities' management team has the appropriate quantitative skills, but they have limited analyst support and their models have repeatedly fallen short in key areas. The strategy receives Morningstar Analyst Ratings of Neutral for all share classes.

by Gregg Wolper
Rated on Published on

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