2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#105 in Small Blend
U.S. News evaluated 225 Small 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 26.51 percent over the past year, 14.17 percent over the past three years, 21.71 percent over the past five years, and 7.74 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||21.7%|
|10 Years (Annualized)||7.7%|
The investment seeks to match the performance of the Russell 2000® Index as closely as possible before the deduction of fund expenses. The fund employs a "passive" management, or indexing, approach, designed to match approximately the performance of the Russell 2000 Index before the deduction of fund expenses. It normally invests at least 80% of its net assets in a statistically selected sampling of equity securities of companies included in the Russell 2000 Index. The Russell 2000 Index is composed of approximately 2,000 common stocks of small-cap U.S. companies in a wide range of businesses.
Fees are Average compared to funds in the same category.
Nationwide Small Cap Index Fund has an expense ratio of 0.67 percent.
Risk is Average compared to funds in the same category according to Morningstar.