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Nationwide Bailard Tech & Sci A NWHOX

Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 18.58  /  2.71 %
  • Total Assets 118.7 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

Morningstar’s Analysis NWHOX

Will NWHOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Nationwide Bailard Tech & Sci A's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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