Nationwide Short Duration Bond A
River Park 2 1200 River Road Conshohocken, PA 19428
Phone: 800-848-0920
| Category: |
Short-Term Bond |
| Fund Family: |
Nationwide |
| Net Assets: |
420.00K |
| Year-to-Date Return: |
5.68% |
| Yield: |
3.68% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
16-Jul-03 |
|
Perpetua M. Phillips
Lead Manager since
05-Mar-01 |
|
| Phillips is a senior portfolio manager with Gartmore Morley Financial. She joined Gartmore in 1999 and has twelve years of experience in finance and investments, including management of indexed and total return portfolios. From 1990 to 1999 she was a portfolio manager with the Fixed Income Management Group of Brundage Story and Rose. Previously, she was financial auditor with Chase Manhattan Bank. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$1,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks current income while preserving principal and maintaining a stable net asset value per share. The fund invests primarily in securities issued by the U.S. Government and its agencies, as well as investment-grade debt securities issued by corporations. It also purchases mortgage-backed and asset-backed securities. The debt securities in which the fund invests pay interest on either a fixed-rate or variable-rate basis. |
| Last Dividend
(31-Dec-07):
|
0.03 |
| Last Cap Gain
(16-Apr-04):
|
0.01 |
| Annual Holdings Turnover
|
29.00% |
| Average for Category:
|
95.26% |
|
| Expense |
MCAPX |
Category
Avg |
| Total Expense Ratio: |
0.71%
|
0.94% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
2.25%
|
2.83% |
| Max Deferred Sales Load: |
0.00%
|
2.17% |
| 3 Yr Expense Projection*: |
$477 |
$426 |
| 5 Yr Expense Projection*: |
$664 |
$670 |
| 10 Yr Expense Projection*: |
$1,203 |
$1,370 |
|
|
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