Weakness in Nationwide Destination 2040 R6's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 8.74 / 1.13 %
- Total Assets 164.1 Mil
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Adj. Expense Ratio
- Expense Ratio 0.420%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 1.20%
- Turnover 26%
Morningstar’s Analysis NWMHX
Will NWMHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.