Nationwide U.S. 130/30 Equity Portfolio Class R6
| Weiss Ratings | I-43173 | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | I-43173 | Click to Compare |
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| Provider | Nationwide | |||
| Manager/Tenure (Years) | Bruce I. Jacobs (4), Kenneth N. Levy (4) | |||
| Website | http://www.nationwide.com/mutualfunds | |||
| Fund Information | I-43173 | Click to Compare |
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| Fund Name | Nationwide U.S. 130/30 Equity Portfolio Class R6 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 09, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-43173 | Click to Compare |
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| Dividend Yield | 2.83% | |||
| Dividend | I-43173 | Click to Compare |
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| Dividend Yield (Forward) | 1.00% | |||
| Asset Allocation | I-43173 | Click to Compare |
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| Cash | 0.08% | |||
| Stock | 99.92% | |||
| U.S. Stock | 100.54% | |||
| Non-U.S. Stock | -0.62% | |||
| Bond | 0.01% | |||
| U.S. Bond | 0.01% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | I-43173 | Click to Compare |
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| 7-Day Total Return | -0.70% | |||
| 30-Day Total Return | -0.35% | |||
| 60-Day Total Return | -0.38% | |||
| 90-Day Total Return | 2.00% | |||
| Year to Date Total Return | 18.85% | |||
| 1-Year Total Return | 20.13% | |||
| 2-Year Total Return | 38.44% | |||
| 3-Year Total Return | 90.09% | |||
| 5-Year Total Return | -- | |||
| Price | I-43173 | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | I-43173 | Click to Compare |
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| Nav | $14.01 | |||
| 1-Month Low NAV | $14.01 | |||
| 1-Month High NAV | $14.50 | |||
| 52-Week Low NAV | $10.92 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $14.50 | |||
| 52-Week High Price (Date) | Oct 13, 2026 | |||
| Beta / Standard Deviation | I-43173 | Click to Compare |
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| Beta | 1.07 | |||
| Standard Deviation | 14.11 | |||
| Balance Sheet | I-43173 | Click to Compare |
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| Total Assets | 356.35M | |||
| Operating Ratios | I-43173 | Click to Compare |
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| Expense Ratio | 0.42% | |||
| Turnover Ratio | 89.34% | |||
| Performance | I-43173 | Click to Compare |
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| Last Bull Market Total Return | 19.17% | |||
| Last Bear Market Total Return | -- | |||