Morningstar

Nationwide Investor Destinations Moderate Fund Institutional Service Class NWWJX

Morningstar Medalist Rating
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Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $9.88  /  −0.50 %
  • Fund Size $599.8M
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.280%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.81%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

Morningstar’s Analysis NWWJX

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

  • People Pillar

    The People Pillar is our evaluation of the NWWJX 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 NWWJX’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 Mod 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 NWWJX

More NWWJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

22.18 133M
—

Nationwide Fundamental All Cap Equity R6

10.09 61M
—

Nationwide International Equity Port R6

9.69 58M
—

Nationwide International Index R6

7.63 46M
—

Nationwide U.S. 130/30 Equity R6

7.53 45M
—

Nationwide Large Cap Equity Portfolio

7.52 45M
—

Nationwide Loomis Short Term Bd R6

6.79 41M
—

Nationwide Loomis Core Bond R6

6.03 36M
—

iShares Core MSCI Emerging Markets ETF

5.52 33M
—

iShares Core S&P 500 ETF

5.20 31M
—

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