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Nationwide Bailard Tech & Sci Instl Svc NWHUX

Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 20.65  /  3.87 %
  • Total Assets 118.0 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

Morningstar’s Analysis NWHUX

Will NWHUX 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 Instl Svc'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-costliest quintile among peers.

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