The Nationwide Investor Destinations target-risk series’ unstable supporting cast is concerning given its riskier positioning and complex underlying lineup. Most share classes receive Morningstar Analyst Ratings of Neutral, while the pricier C and R shares (moderately aggressive and conservative portfolios) are rated Negative.
Nationwide Inv Dest Mod Cnsrv Svc NSDCX
NAV / 1-Day Return
9.76
/
0.41
%
Total Assets
352.5 Mil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
High
Longest Manager Tenure
5.73
years
Category
Allocation--30% to 50% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / LimitedStatus
Open
TTM Yield
3.07%
Turnover
26%
Morningstar’s Fund Analysis NSDCX
Will NSDCX outperform in 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 NSDCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NSDCX 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 NSDCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Continued team refinement and a riskier approach limit this series.
