Fund Evaluator:

Nationwide Inv Dest Agrsv Instl Svc Overview

Nationwide Inv Dest Agrsv Instl Svc (NWWHX) is an actively managed Allocation Global Aggressive Allocation fund. Nationwide launched the fund in 2014.

The investment seeks to maximize total investment return for an aggressive level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. Each underlying fund invests directly in equity or other securities, as appropriate to its investment objective and strategies.

About Nationwide Inv Dest Agrsv Instl Svc (NWWHX)

There are 3 members of the management team with an average tenure of 9.39 years: Christopher Graham (2016), Keith Robinette (2017), Andrew Urban (2017). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: MSCI ACWI NR USD index with a weighting of 100%. Nationwide Inv Dest Agrsv Instl Svc has 14 securities in its portfolio. The top 10 holdings constitute 96.5% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Nationwide Inv Dest Agrsv Instl Svc is part of the Allocation global asset class and is within the Allocation fund group. Nationwide Inv Dest Agrsv Instl Svc has 36.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 61.7%. There is 35.2% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 7.9% (6.7% domestic bond, 1.2% foreign bond and 0.0% convertible bond). Nationwide Inv Dest Agrsv Instl Svc has -4.8% of the portfolio in cash.

Assets Under Management

The fund has $3 million in total assets, which is below the $330 million average for the Global Aggressive Allocation category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

NWWHX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Nationwide Inv Dest Agrsv Instl Svc expense ratio is above average compared to funds in the Global Aggressive Allocation category. Nationwide Inv Dest Agrsv Instl Svc has an expense ratio of 0.64%, which is 37% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Nationwide Inv Dest Agrsv Instl Svc has a portfolio turnover rate of 39%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 30% for the Global Aggressive Allocation category.

Recently, in the month of August 2026, Nationwide Inv Dest Agrsv Instl Svc returned 2.1%, which earned it a grade of D, as the Global Aggressive Allocation category had an average return of 2.3%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Nationwide Inv Dest Agrsv Instl Svc has a trailing yield of 3.88%, which is above the 1.34% category average. The fund normally distributes its income quarterly and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Nationwide Inv Dest Agrsv Instl Svc Grades

Year to date, the fund has returned 14.6%, 1.6 percentage points better than the category, which translates into a grade of A. The fund has returned 21.3% over the past year (grade of B), 17.9% over the past three years (grade of B) and 9.0% per year over the past five years (grade of B) and 11.0% per year over the past 10 years (grade of C).

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