U
NVIT J.P. Morgan Disciplined Equity Fund Class II
Recommendation
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Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Qualified Investment
Top Holdings
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Performance
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Beta
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Price
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Beta / Standard Deviation
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Company Information
Provider
Nationwide
Manager/Tenure
(Years)
Steven G. Lee (0), Tim Snyder (0), Raffaele Zingone (0)
Address
Nationwide
Columbus OH - 43215
Country
United States
Phone Number
800-848-0920
Investment Strategy
The investment seeks a high level of total return from a diversified portfolio of equity securities. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of large-capitalization companies. For these purposes, large-capitalization companies are those with market capitalizations similar to those of companies included in the S&P 500® Index. Although many of the companies in which the fund invests are U.S. companies, the fund may also invest in stocks of foreign companies. It may also invest up to 20% of its net assets in stocks of companies that are not companies with larger capitalizations.