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

Management Information
Donald J. Nesbitt,Lead Manager since April 14, 2002
Mr. Nesbitt is a Senior Portfolio Manager and CIO of Ziegler Capital Management's Select Equity Group. He was previously CIO of Ziegler Capital's Equity strategies and Core and Value Equity strategies. Prior to joining the firm, Mr. Nesbitt managed a $6 billion equity portfolio for the Qwest pension plan, and prior to that he spent nine years as CIO at the Illinois Teachers' Retirement System. Mr. Nesbitt holds a BS in economics from Saint Cloud State University, an MS in financial analysis from the University of Wisconsin–Milwaukee, and holds the Chartered Financial Analyst designation.
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 Assets531.91M
YTD Return0.88%
Morningstar Rating★★★★★
Inception DateJul 22, 2009

Fund Operations

Last Dividend0.13
Last Cap Gain0.00
Holdings Turnover17.24%
Average for CategoryN/A

Fees & Expenses

ExpenseNWJFXCategory Average
Annual Report Expense Ratio (net)0.50%1.07%
Prospectus Net Expense Ratio0.57%N/A
Prospectus Gross Expense Ratio0.57%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.57%
3 Yr Expense Projection183N/A
5 Yr Expense Projection318N/A
10 Yr Expense Projection714N/A