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Morningstar

Nationwide Bailard Tech & Sci M NWHQX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.45  /  1.67 %
  • Total Assets 112.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:48 PM GMT+00:00

Morningstar’s Analysis NWHQX

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

People Pillar

The People Pillar is our evaluation of the NWHQX 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 NWHQX’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 M's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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