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Morningstar

Nationwide Destination 2050 Instl Svc NWOSX

Morningstar Analyst Rating
Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 8.23  /  1.08 %
  • Total Assets 137.6 Mil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.660%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.64%
  • Turnover 20%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:15 AM GMT+00:00

Morningstar’s Analysis NWOSX

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

People Pillar

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

Summary

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Weakness in Nationwide Destination 2050 Instl Svc's Process and People 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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