NWJFX - Nationwide Ziegler NYSEArcaTech100InsSvc

Nasdaq - Nasdaq Delayed Price. Currency in USD

Nationwide Ziegler NYSEArcaTech100InsSvc

Nationwide Mutual Funds

1000 Continental Drive, Suite 400

King of Prussia, PA 19406

800-848-0920
Management Information
Donald J. Nesbitt,Lead Manager since April 14, 2002
Mikhail Alkhazov, CFA, a rejoint Ziegler Capital Management en 2002. Il est actuellement Senior Portfolio Manager chez Select Equity Team de ZCM. M. Alkhazov est diplômé avec grande distinction de l'Université du Wisconsin – Milwaukee avec des diplômes de premier cycle en comptabilité et en finance et un MBA de l'Université de Chicago. Il est analyste financier agréé.
Morningstar Style Box
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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 Assets621.32M
YTD Return19.29%
Yield0.59%
Morningstar Rating★★★★★
Inception DateJul 22, 2009

Fund Operations

Last Dividend0.15
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/A5.31%
Max Deferred Sales LoadN/A1.59%
3 Yr Expense Projection183N/A
5 Yr Expense Projection318N/A
10 Yr Expense Projection714N/A