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Morningstar

Nationwide Amer Cntry Sm Cp Inc R6 NWUIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:12 AM GMT+00:00

Morningstar’s Analysis NWUIX

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

People Pillar

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

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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