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Nationwide Destination 2040 A NWMAX

Quantitative rating as of
  • NAV / 1-Day Return 8.71  /  0.11 %
  • Total Assets 162.9 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.62%
  • Turnover 26%

Morningstar’s Analysis NWMAX

Will NWMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Nationwide Destination 2040 A's Process and People 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-highest quintile among peers.

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