Nasdaq - Delayed Quote USD

Nationwide Ziegler Equity Income Fund Institutional Service Class (NWJBX)

10.12
0.00
(0.00%)
As of September 25 at 8:00:40 PM EDT. Market Open.

Fund Summary

The investment seeks total return from income and capital appreciation. The fund seeks to invest, under normal market conditions, in stocks that provide a dividend yield that is generally greater than the average yield for each stock's representative Global Industry Classification Standard ("GICS") sector and provide exposure across major sectors of the domestic equity market, as defined by GICS. It will invest at least 80% of its net assets in equity securities. The fund may invest up to 20% of its net assets in foreign securities and bonds.

Nationwide Ziegler Equity Income Fund Institutional Service Class

Nationwide Mutual Funds
1000 Continental Drive, Suite 400
800-848-0920

Fund Overview

Category Large Value
Fund Family Nationwide
Net Assets 20.24M
YTD Return -13.52%
Yield 3.18%
Morningstar Rating
Inception Date Jul 24, 2009

Fund Operations

Last Dividend 0.09
Last Cap Gain 0.00
Holdings Turnover 37.15%
Average for Category --

Fees & Expenses

Expense NWJBX Category Average
Annual Report Expense Ratio (net) 0.87% 0.90%
Prospectus Net Expense Ratio 0.87% --
Prospectus Gross Expense Ratio 0.87% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 268 --
5 Yr Expense Projection 466 --
10 Yr Expense Projection 1,037 --

Management Information

Donald J. Nesbitt, Lead Manager since April 01, 2005
Don Nesbitt is the Chief Investment Officer for the ZCM Equity Group at ZCM. Don joined the firm in early 2002 after having spent nearly four years at Qwest Communication’s pension plan in Denver, Colorado, where he managed $6 billion of equities using quantitative approaches that exploit behavioral anomalies. Prior to joining Qwest, Don spent nine years at the Illinois Teachers’ Retirement System where, as Chief Investment Officer, he was responsible for the management of $20 billion across various asset classes. Don has instructed investment courses at the University of Illinois–Springfield and has spoken at numerous industry conferences on the topics of enhanced equity management and derivative investment strategies. Don received his M.S. in Financial Analysis from the University of Wisconsin-Milwaukee, and holds a B.S. in economics from Saint Cloud State University, St. Cloud, Minnesota. He is a CFA® charterholder and a member of CFA Institute and CFA Society Wisconsin.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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