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Morningstar

Nationwide Bailard Tech & Sci C NWHPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.30  /  2.06 %
  • Total Assets 112.7 Mil
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.940%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:44 PM GMT+00:00

Morningstar’s Analysis NWHPX

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

People Pillar

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

Summary

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Weakness in Nationwide Bailard Tech & Sci C'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 highest quintile among peers.

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