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.
- NAV / 1-Day Return 20.65 / 3.87 %
- Total Assets 118.0 Mil
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Adj. Expense Ratio
- 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.