Advertisement
Skip to Content
Morningstar

Nationwide Bailard Tech & Sci A NWHOX

Morningstar Analyst Rating
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%

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

Morningstar’s Analysis NWHOX

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

People Pillar

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor