1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#249 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.89 percent over the past year, 10.56 percent over the past three years, 2.06 percent over the past five years, and 6.22 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.7%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||2.1%|
|10 Years (Annualized)||6.2%|
The investment seeks total return through a flexible combination of capital appreciation and current income. The fund invests in a diversified portfolio of common stocks to produce an overall blended equity portfolio consisting of various types of stocks that offer the potential for capital growth and/or dividend income. It consists of two portions managed by different subadvisers. The fund's current subadvisers both employ bottom-up approaches (i.e., based on the characteristics of individual companies, rather than broad economic trends) to construct a diversified portfolio, although each subadviser uses its own unique processes or style.
Fees are Above Average compared to funds in the same category.
Nationwide Fund has an expense ratio of 1.03 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.