Morningstar

Nationwide Investor Destinations Moderately Conservative Fund Institutional Service Class NWWKX

Morningstar Medalist Rating
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Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $10.41  /  −0.19 %
  • Fund Size $194.2M
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.340%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 3.87%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis NWWKX

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

  • People Pillar

    The People Pillar is our evaluation of the NWWKX 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 NWWKX’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 Cnsrv 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
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Portfolio Holdings NWWKX

More NWWKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nationwide Bond Portfolio R6

26.38 51M
—

Nationwide Loomis Short Term Bd R6

10.56 20M
—

Nationwide International Equity Port R6

8.06 16M
—

Nationwide Loomis Core Bond R6

8.04 16M
—

Nationwide Fundamental All Cap Equity R6

7.17 14M
—

iShares Core S&P 500 ETF

5.25 10M
—

Nationwide U.S. 130/30 Equity R6

5.17 10M
—

Nationwide Large Cap Equity Portfolio

5.17 10M
—

Nationwide International Index R6

4.93 10M
—

iShares Core MSCI Emerging Markets ETF

4.17 8M
—

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