Nationwide Large Cap Value C
River Park 2 1200 River Road Conshohocken PA 19428
Map
Phone: 800-848-0920
| Category: | Large Value | | Fund Family: | Nationwide | | Net Assets: | 1.87M | | Year-to-Date Return: | 15.49% | | Yield: | 0.94% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-01 |
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Peter James Cahill
Lead Manager since
01-Mar-01 | | | Cahill joined NorthPointe in January 2000. Previously he was with Loomis, Sayles & Company L.P. from May 1997 to January 2000, serving as a quantitative researcher. Prior to May 1997, Cahill was a quantitative researcher for Bank of America. |
| 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 |
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| The investment seeks to maximize total return, consisting of both capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities issued by large capitalization companies. It considers large capitalization companies to be those with market capitalizations similar to the companies in the Russell 1000 Value index. The valuations may be based on earnings momentum, price momentum and price to economic value. |
| Last Dividend
(19-Jun-09):
| 0.00 | | Last Cap Gain
(21-Dec-07):
| 1.52 | | Annual Holdings Turnover
| 116.40% | | Average for Category:
| 75.50% |
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| Expense | NLVAX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.03% Nasdaq 0.00%
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