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Morningstar

Nationwide Destination 2030 A NWIAX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.16  /  −0.24 %
  • Total Assets 201.4 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.37%
  • Turnover 34%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NWIAX

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

  • People Pillar

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

Weakness in Nationwide Destination 2030 A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
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Portfolio Holdings NWIAX

More NWIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 94.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

34.12 71.5 Mil
—

Nationwide Multi-Cap Portfolio R6

19.09 40.0 Mil
—

Nationwide International Index R6

12.77 26.8 Mil
—

Nationwide U.S. 130/30 Equity R6

8.66 18.1 Mil
—

Nationwide Fundamental All Cap Equity R6

4.77 10.0 Mil
—

FIDELITY GOVERNMENT PORTFOLIO - INST SHARES - FUND

4.14 8.7 Mil
Cash and Equivalents

iShares Core MSCI Emerging Markets ETF

3.91 8.2 Mil
—

Nationwide Amundi Strat Inc R6

3.84 8.0 Mil
—

Nationwide Mid Cap Market Idx R6

2.99 6.3 Mil
—

Nationwide Inflation-Prot Secs R6

2.73 5.7 Mil
—