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    Nationwide US Small Cap Value A (NWUAX)

    13.99 Up 0.01(0.07%) May 21

    Profile as of Apr 29, 2015Get Profile for:
    Nationwide US Small Cap Value A
    Nationwide Mutual Funds1000 Continental Drive, Suite 400King of Prussia, PA 19406
    Phone: 800-848-0920
    Fund Overview 
    Category:Small Value
    Fund Family:Nationwide
    Net Assets:156.41M
    Year-to-Date Return:2.00%
    Morningstar Rating:2 stars
    Fund Inception Date:Dec 21, 2007
    Morningstar Style Box 
    Small Value
    [View Category Definition]
    View Top Small Value Funds
    About the Morningstar Style Box
    Management Information 
    Bhanu P. Singh
    Lead Manager since Mar 1, 2015
    Mr. Chi est gestionnaire de portefeuille et vice-président chez Dimensional et membre du comité de placement. Il est titulaire d'un MBA et d'un BS de l'Université de Californie, à Los Angeles, et aussi un JD de l'Université de la Californie du Sud. M. Chi s'est joint à Dimensinal comme gestionnaire de portefeuille en 2005 et il est responsable du portefeuille d'actions internationales depuis 2010.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:0
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    NWUAX can be purchased from 47 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund is designed to capture the returns and diversification benefits associated with equity securities of a broad and diverse cross-section of small-cap companies in the United States. The subadviser uses a market capitalization-weighted approach to invest in companies that generally are smaller than the 500th largest U.S. company. It buys "value stocks," which are stocks of companies that the subadviser has determined primarily to have high book values in relation to the prices at which their stocks trade in the market.

    Fund Operations 
    Last Dividend (Mar 12, 2015) : 0.01
    Last Cap Gain : 0.00
    Annual Holdings Turnover (May 19, 2015) : 23.65%
    Average for Category:55.22%
    Fees & Expenses 
    ExpenseNWUAXCategory Avg
    Annual Report Expense Ratio (net):1.42%1.34%
    Prospectus Net Expense Ratio:1.48%N/A
    Prospectus Gross Expense Ratio:1.48%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.75%5.35%
    Max Deferred Sales Load: N/A2.18%
    3 Yr Expense Projection*:1,016615
    5 Yr Expense Projection*:1,3361,000
    10 Yr Expense Projection*:2,2422,019
    * Per $10,000 invested