Nationwide C
River Park 2 1200 River Road Conshohocken PA 19428
Map
Phone: 800-848-0920
| Category: | Large Blend | | Fund Family: | Nationwide | | Net Assets: | 530.00K | | Year-to-Date Return: | 19.09% | | Yield: | 0.85% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
|
Shahreza Yusof
Lead Manager since
06-Nov-08 | | | Yusof is head of U.S. equities. He joined Aberdeen in 1994 as part of the Asian Equities team in Singapore, where he became an investment director, leading on Japanese equities. In 2002, Shahreza transferred to our London office responsible for emerging markets. After a period away, which included attending programs at universities in Beijing, China and Seoul, Korea, he returned to Aberdeen to join our Philadelphia office as senior equity specialist in 2006. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks total return through a flexible combination of current income and capital appreciation. The fund normally invests in common stock and other equity securities, using a multi-disciplined approach, which blends fundamental and quantitative investment techniques. |
| Last Dividend
(19-Jun-09):
| 0.01 | | Last Cap Gain
(19-Sep-08):
| 0.00 | | Annual Holdings Turnover
| 353.47% | | Average for Category:
| 70.87% |
|
| Expense | GTRCX | Category
Avg | | Total Expense Ratio: | 1.73%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 1.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 545 | $774 | | 5 Yr Expense Projection*: |
$ 939 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,041 | $2,366 |
|
|
2.03% Nasdaq 
Profile
