NWJFX - Nationwide Ziegler NYSEArcaTech100InsSvc

Nasdaq - Nasdaq Delayed Price. Currency in USD

Nationwide Ziegler NYSEArcaTech100InsSvc

Nationwide Mutual Funds1000 Continental Drive, Suite 400King of Prussia, PA 19406
800-848-0920
Management Information
Donald J. Nesbitt,Lead Manager since April 14, 2002
Mr. Nesbitt is a senior portfolio manager and Chief Investment Officer of Ziegler Capital Management’s Select Equity Group. He was previously Chief Investment Officer of Ziegler Capital’s Equity strategies and Core and Value Equity strategies. Prior to joining Ziegler Capital Management, Mr. Nesbitt served as Chief Investment Officer at the Illinois Teachers’ Retirement System across various asset classes. He holds a BS in economics from Saint Cloud University, St. Cloud, Minnesota, and a MS in financial analysis from the University of Wisconsin—Milwaukee.
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.
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.

Fund Overview

CategoryLarge Growth
Fund FamilyNationwide
Net Assets502.92M
YTD Return5.12%
Yield0.57%
Morningstar Rating★★★★★
Inception DateJul 22, 2009

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover24.29%
Average for CategoryN/A

Fees & Expenses

ExpenseNWJFXCategory Average
Annual Report Expense Ratio (net)0.56%1.08%
Prospectus Net Expense Ratio0.57%N/A
Prospectus Gross Expense Ratio0.57%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.28%
Max Deferred Sales LoadN/A1.58%
3 Yr Expense Projection183N/A
5 Yr Expense Projection318N/A
10 Yr Expense Projection714N/A