Total Return | -0.35 | 8.86 | 16.39 | -5.34 | 14.59 |
Category Average | -1.68 | 8.13 | 16.27 | -6.54 | 13.75 |
Assets for Each Yr* | 21.40 | 22.01 | 24.36 | 20.12 | 21.61 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 14.59 | 8.83 | 6.51 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$21,605 mil | $2,000 | 18.77 | 81.23 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 3.7 | 38.95 | 1.06 | Average |
International Stock | 2.8 | 9.51 | 1.14 | Average |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | 3.5 | 9.81 | 0.87 | Average |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Nationwide Dynamic US Growth | 2 | -- | ||
Nationwide Small Company Gro | 4 | -- | ||
Nationwide WCM Focused Sm Cp | 4 | 11-05-18 | ||
Nationwide Geneva Small Cap | 8 | -- | ||
Nationwide Core Plus Bond R6 | 21 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Nationwide Bailard Em Mkts E | 86 | -- | ||
Nationwide Bailard Intl Eqs | 85 | 05-24-19 | ||
Nationwide Ziegler NYSEArcaT | 76 | -- | ||
Nationwide Inv Dest Mod Svc | 63 | 07-02-19 | ||
Nationwide Inv Dest Cnsrv Sv | 61 | 07-02-19 |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Nationwide Destination 2010 | 0.14 | -- | ||
Nationwide Destination 2020 | 0.14 | -- | ||
Nationwide Destination 2025 | 0.14 | -- | ||
Nationwide Destination 2030 | 0.14 | -- | ||
Nationwide Destination 2035 | 0.14 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Nationwide Long/Short Equity | 3.00 | -- | ||
Nationwide Small Company Gro | 1.19 | -- | ||
Nationwide Geneva Mid Cap Gr | 1.14 | 11-15-18 | ||
Nationwide WCM Focused Sm Cp | 1.11 | 11-05-18 | ||
Nationwide Bailard Em Mkts E | 1.10 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Nationwide Core Plus | William M. Bellamy | 16.90 | ||
Nationwide Bailard C | Thomas J. Mudge | 12.70 | ||
Nationwide Geneva Mi | William A. Priebe | 12.00 | ||
Nationwide Bailard T | Sonya Thadhani Mugha | 10.30 | ||
Nationwide Bond Inst | Gary S. Davis | 9.40 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Nationwide Dynamic U | Vassilis Dagioglu | 1.20 | ||
Nationwide Internati | Mary L. Pryshlak | 1.50 | ||
Nationwide Instituti | Jonathan G. White | 1.70 | ||
Nationwide Diamond H | Charles S. Bath | 1.80 | ||
Nationwide Loomis Co | Christopher T. Harms | 1.80 |