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 Dow Down 0.42% Nasdaq Down 0.39%

Nationwide US Small Cap Value Instl Svc (NWUSX)

14.99 Down 0.04(0.27%) Aug 1
Prev Close:15.03
YTD Return*:4.48%
Net Assets*:170.22M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for NWUSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TRN0.6461.12
ACAS0.57-0.96
PL0.5537.90
IM0.5425.70
CNO0.472.37

Fund Basics

Morningstar Overall Rating:
Total Assets:170.22M
Category:Small Value
Annual Report Expense Ratio (net):1.34%

Performance & Risk

YTD Return:4.48%
5y Avg Return:21.53%
Rank in Category (ytd):56
% Rank in Category (ytd):14.25%
Beta (3y):1.40
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital growth. 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 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 common stocks trade in the market. View More
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