Nationwide Ziegler Equity Income Fund

Scorecard
3 / 5 Stars
Lipper
5 5 5 3 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.49 percent over the past year, 15.30 percent over the past three years, and 18.89 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.1%
1 Year 20.5%
3 Years (Annualized) 15.3%
5 Years (Annualized) 18.9%
10 Years (Annualized) N/A

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Summary

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 in equity securities. The fund may invest up to 20% of its assets in various other instruments, including, but not limited to, American Depositary Receipts, bonds and index futures contracts and index options.

Fees

Fees are Low compared to funds in the same category.
Nationwide Ziegler Equity Income Fund has an expense ratio of 1.15 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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Large Value Funds

Highest Returns (10-year)

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