2 / 5 Stars
5 5 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 321 Large Value 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 27.96 percent over the past year, 17.37 percent over the past three years, and 16.20 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||27.0%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return from income and capital appreciation. The fund seeks to invest, under normal market conditions, in stocks that provide a dividend yield that is generally greater than the average yield for each stock's representative Global Industry Classification Standard ("GICS") sector and provide exposure across major sectors of the domestic equity market, as defined by GICS. It will invest at least 80% of its net assets plus borrowings in equity securities. The fund may invest up to 20% of assets in various other instruments, including, but not limited to, ADRs, preferred stocks, bonds and index futures contracts and index options.
Fees are High compared to funds in the same category.
Nationwide Ziegler Equity Income Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.