NWANX – Fund Analysis – Nationwide BNY Mellon Dyn US Eq Inc R6 | Morningstar

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Will NWANX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWANX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

A decline in People Pillar rating is the primary driver of Nationwide BNY Mellon Dyn US Eq Inc R6's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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