Morningstar

Nationwide Investor Destinations Aggressive Fund Institutional Service Class NWWHX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 10.75  /  +0.66 %
  • Total Assets 680.0M
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.320%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.96%
  • Turnover 40%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NWWHX

Will NWWHX outperform in the 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 NWWHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Inv Dest Agrsv Instl Svc holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWWHX

More NWWHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Fundamental All Cap Equity R6

15.92 109M
—

Nationwide International Equity Port R6

13.00 89M
—

Nationwide U.S. 130/30 Equity R6

11.51 79M
—

Nationwide Large Cap Equity Portfolio

11.48 78M
—

Nationwide International Index R6

11.07 76M
—

iShares Core MSCI Emerging Markets ETF

10.19 70M
—

Nationwide Mid Cap Market Idx R6

8.94 61M
—

iShares Core S&P Small-Cap ETF

5.30 36M
—

iShares Core S&P 500 ETF

5.21 36M
—

Nationwide Bond Portfolio R6

4.01 27M
—

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