Morningstar

Nationwide International Index Fund Institutional Service NWXPX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $11.22  /  −1.06 %
  • Fund Size $839.5M
  • Adjusted Expense Ratio 0.540%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 3.66%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis NWXPX

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

  • People Pillar

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

Foreign developed-market exposure.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

IShares MSCI EAFE International Index’s broad portfolio makes it a compelling option for foreign-stock investors.

by Zachary Evens
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NWXPX

More NWXPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.21 28M
Technology

HSBC Holdings PLC

1.57 14M
Financial Services

Roche Holding AG Ordinary Shares new

1.34 12M
Healthcare

Novartis AG Registered Shares

1.29 11M
Healthcare

Shell PLC

1.26 11M
Energy

Nestle SA

1.18 10M
Consumer Defensive

Mitsubishi UFJ Financial Group Inc

1.15 10M
Financial Services

AstraZeneca PLC

1.12 10M
Healthcare

Siemens AG

1.07 9M
Industrials

SAP SE

1.00 9M
Technology

Sponsor Center