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Morningstar

Nationwide Destination 2060 R6 NWWUX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.78  /  0.19 %
  • Total Assets 37.6 Mil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.410%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.97%
  • Turnover 23%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:12 AM GMT+00:00

Morningstar’s Analysis NWWUX

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

People Pillar

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

Summary

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Weakness in Nationwide Destination 2060 R6's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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