2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#268 in Large Blend
U.S. News evaluated 486 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 18.09 percent over the past year, 12.02 percent over the past three years, 17.31 percent over the past five years, and 5.24 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||5.2%|
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. Most of the stocks in which the fund invests are issued by large-capitalization companies. The fund's subadviser uses an actively managed bottom-up stock selection process for choosing securities across a large-capitalization market universe.
Fees are Above Average compared to funds in the same category.
Nationwide Fund has an expense ratio of 1.01 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.