D
Nationwide U.S. 130/30 Equity Portfolio Class R6
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
--
Expense Ratio
--
Weiss Ratings I-43173 Click to
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Rating D
Reward Index Weak
Reward Grade D+
Risk Index Good
Risk Grade B
Company Info I-43173 Click to
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Provider Nationwide
Manager/Tenure (Years) Bruce I. Jacobs (2), Kenneth N. Levy (2)
Website http://www.nationwide.com/mutualfunds
Fund Information I-43173 Click to
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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
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Dividend Yield 0.38%
Dividend I-43173 Click to
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Dividend Yield (Forward) 1.20%
Asset Allocation I-43173 Click to
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Cash -0.45%
Stock 100.45%
U.S. Stock 99.77%
Non-U.S. Stock 0.68%
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
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7-Day Total Return -3.54%
30-Day Total Return -0.68%
60-Day Total Return 5.44%
90-Day Total Return 10.34%
Year to Date Total Return 5.65%
1-Year Total Return 19.91%
2-Year Total Return 40.47%
3-Year Total Return --
5-Year Total Return --
Price I-43173 Click to
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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
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Nav $13.05
1-Month Low NAV $13.04
1-Month High NAV $13.53
52-Week Low NAV $10.32
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $14.39
52-Week High Price (Date) Dec 04, 2024
Beta / Standard Deviation I-43173 Click to
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Beta --
Standard Deviation --
Balance Sheet I-43173 Click to
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Total Assets 428.79M
Operating Ratios I-43173 Click to
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Expense Ratio --
Turnover Ratio --
Performance I-43173 Click to
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Last Bull Market Total Return 21.02%
Last Bear Market Total Return --