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Nationwide Ziegler Equity Income Fund Class C (NWGZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.890.00 (0.00%)
At close: 08:00PM EDT

Nationwide Ziegler Equity Income Fund Class C

Nationwide Mutual Funds

1000 Continental Drive, Suite 400

King of Prussia, PA 19406

800-848-0920
Management Information
Donald J. Nesbitt,Lead Manager since March 31, 2005
Don Nesbitt is the Chief Investment Officer for the ZCM Equity Group at ZCM. Don joined the firm in early 2002 after having spent nearly four years at Qwest Communication’s pension plan in Denver, Colorado, where he managed $6 billion of equities using quantitative approaches that exploit behavioral anomalies. Prior to joining Qwest, Don spent nine years at the Illinois Teachers’ Retirement System where, as Chief Investment Officer, he was responsible for the management of $20 billion across various asset classes. Don has instructed investment courses at the University of Illinois–Springfield and has spoken at numerous industry conferences on the topics of enhanced equity management and derivative investment strategies. Don received his M.S. in Financial Analysis from the University of Wisconsin-Milwaukee, and holds a B.S. in economics from Saint Cloud State University, St. Cloud, Minnesota. He is a CFA® charterholder and a member of CFA Institute and CFA Society Wisconsin.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Value
Fund FamilyNationwide
Net Assets20.24M
YTD Return-14.09%
Yield1.94%
Morningstar Rating★★★
Inception DateApr 3, 2005

Fund Operations

Last Dividend0.09
Last Cap Gain0.00
Holdings Turnover37.15%
Average for CategoryN/A

Fees & Expenses

ExpenseNWGZXCategory Average
Annual Report Expense Ratio (net)1.83%0.90%
Prospectus Net Expense Ratio1.83%N/A
Prospectus Gross Expense Ratio1.83%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales Load1.00%N/A
3 Yr Expense Projection576N/A
5 Yr Expense Projection990N/A
10 Yr Expense Projection2,148N/A