Nationwide Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.358.8616.39-5.3414.59
    Category Average-1.688.1316.27-6.5413.75
    Assets for Each Yr*21.4022.0124.3620.1221.61
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.59 8.83 6.51

    Key Stats
    08-31-19

    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
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    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

    Shortest Manager Tenure | More
    09-16-19

    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