Nationwide Long/Short Equity Fund Institutional Service Class (NWLGX)
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Nationwide Long/Short Equity Fund Institutional Service Class
Nationwide Mutual Funds
1000 Continental Drive, Suite 400
King of Prussia, PA 19406
800-848-0920
Management Information
William Fitzpatrick,Lead Manager since December 30, 2019
Richard is a Managing Director and Portfolio Manager of Logan Capital. Mr. Buchwald is a co-developer and manager of the proprietary Logan Concentrated Value equity product and has been with Logan Capital since 2000. A shareholder of Logan Capital, Rich was formerly Managing Director of Berwind Investment Management, L.P. In addition, he was a Vice President with CoreStates Investment Banking and prior to that he worked in the research department at Kidder Peabody & Company. Rich has an MBA degree from the New York University Graduate School of Business Administration and a BS in Economics from The Wharton School of The University of Pennsylvania.
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
CategoryLong-Short Equity
Fund FamilyNationwide
Net Assets19.64M
YTD Return-7.09%
Yield0.00%
Morningstar Rating★★★
Inception DateSept 27, 2012
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover25.58%
Average for CategoryN/A
Fees & Expenses
ExpenseNWLGXCategory Average
Annual Report Expense Ratio (net)3.03%1.92%
Prospectus Net Expense Ratio3.03%N/A
Prospectus Gross Expense Ratio3.59%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection1,048N/A
5 Yr Expense Projection1,812N/A
10 Yr Expense Projection3,817N/A
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