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.
- NAV / 1-Day Return 18.58 / 2.71 %
- Total Assets 118.7 Mil
Adj. Expense Ratio
- 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.