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.
- NAV / 1-Day Return 11.01 / 0.09 %
- Total Assets 36.6 Mil
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Adj. Expense Ratio
- 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.