Nationwide DMUIFX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

It's hard for us to get excited about Nationwide.

A new management team came aboard here to manage 60% of assets using a fundamental stock-picking strategy in October 2008, and we've since been looking for evidence that they can meaningfully outperform Read more

Kudos

The fund is now well diversified across sectors and individual names, keeping volatility in check.

Competitive expense ratio. Read more

Risks

Management turnover is flaring up again.

It will be tough to add value using a benchmark-conscious approach. Read more

Strategy

Nationwide has been making a concerted effort to overhaul this offering following its lackluster showing in 1999--with little success. The fund uses a quantitative process (40% of assets) coupled with Read more

Management

Gary Haubold, who joined the fund on Oct. 4, 2004, is out as of October 2008. Replacing him are Shahreza Yusof, lead manager and head of U.S. equities at subadvisor Aberdeen, Paul Atkinson, and Francis Radano. They invest 60% of the fund's assets in Read more

Inside Scoop

After thinking that this fund may have finally stabilized, changes are in store once again. The fundamental sleeve is now being managed by a team while the quantitative Read more

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