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Nationwide Inv Dest Mod Svc NSDMX

Analyst rating as of
NAV / 1-Day Return
10.70  /  0.75 %
Total Assets
1.2 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Above Average
Longest Manager Tenure
5.06 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
2.39%
Turnover
28%
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Morningstar’s Analysis

Will NSDMX 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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