| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
2
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#259 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.
Performance
The fund has returned 16.22 percent over the past year, 12.16 percent over the past three years, 4.64 percent over the past five years, and 7.32 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.5% |
| 1 Year | 16.2% |
| 3 Years (Annualized) | 12.2% |
| 5 Years (Annualized) | 4.6% |
| 10 Years (Annualized) | 7.3% |
Summary
The investment seeks to provide investment results that correspond to the price and yield performance of publicly traded common stocks, as represented by the Standard & Poor's 500® Index. The fund employs a "passive" management, or indexing, approach, designed to match approximately the performance of the S&P 500 Index before the deduction of fund expenses. It normally invests at least 80% of its net assets in equity securities of companies included in the S&P 500 Index. The S&P 500 Index includes approximately 500 stocks of large U.S. companies in a wide range of businesses.
Fees
Fees are Average compared to funds in the same category.
Nationwide S&P 500 Index Fund has an expense ratio of 0.57 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
