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Nationwide Amer Cntry Sm Cp Inc R6 NWUIX

Quantitative rating as of
  • NAV / 1-Day Return 11.01  /  0.09 %
  • Total Assets 36.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.970%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000,000
  • Status Closed
  • TTM Yield 4.12%
  • Turnover 47%

Morningstar’s Analysis NWUIX

Will NWUIX outperform in future?

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Nationwide Amer Cntry Sm Cp Inc R6 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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