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Nationwide Inv Dest Mod Agrsv A NDMAX

Analyst rating as of
NAV / 1-Day Return
11.03  /  1.01 %
Total Assets
1.6 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Low
Longest Manager Tenure
5.06 years
Category
Allocation--70% to 85% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
2.52%
Turnover
21%
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Morningstar’s Analysis

Will NDMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This series still has room for improvement.

Summary

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The recently assembled portfolio management team behind Nationwide’s Investor Destinations target-risk series has settled into its role. However, the strategy’s supporting cast continues to lack similar stability, and the series’ evolving line-up merits a watchful eye. The cheapest share classes across the series’ five funds receive a Morningstar Analyst Rating of Neutral, while the more expensive C shares and R shares (conservative and moderately aggressive funds) earn Negative.

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