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Fund Intelligence | Best Managers | NVMAX Insights | NVMAX Score | NVMAX Performance | NVMAX Manager | NVMAX News | NVMAX Allocation | NVMAX Holdings Change

Mutual Fund Insights: Nationwide Value A Fund (NVMAX)

In-depth Analysis of Nationwide Value A Fund (NVMAX)

Mutual fund chart: Nationwide Value A Fund (NVMAX)

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See Nationwide Value A Fund (NVMAX) performance details as of February 28, 2010

  

    Last Trade: $8.73 on 3/19/2010, Change: -0.04 (-0.46%)
Experiment our closing price forecasting tool for Nationwide Value A Fund (NVMAX) (alpha release)

  

Fund Manager - Charles S. Bath

Fund Manager Tenure: 2.1 years   [Similar Funds: NVMCX  NVMIX  NVMRX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Charles S. Bath has been the Managing Director of Equities for Diamond Hill since September 2002. Charles S. Bath was a senior portfolio manager for Gartmore Global Investments, a global investment firm affiliated with Nationwide Insurance, where Charles S. Bath managed the Gartmore Total Return Fund. Charles S. Bath holds the Chartered Financial Analyst designation.  Get more insights on Charles S. Bath

  

What we like about Nationwide Value A Fund (NVMAX) What we like about Nationwide Value A Fund (NVMAX)

Data for Nationwide Value A Fund (NVMAX) as of February 28, 2010

  • Nationwide Value A Fund (NVMAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Nationwide Value A Fund (NVMAX) has good short-term performance (1-year return 58.58% vs 54.22 % Large Value category average)
  • Nationwide Value A Fund (NVMAX) ratio of up-years vs down years is greater than 2
  • Nationwide Value A Fund (NVMAX) has an annual stock turnover rate of 36.15% vs Large Value average of 69.56%. It is good that Nationwide Value A management does not trade extensively for its return.
  • Nationwide Value A Fund (NVMAX) has a lower management fee than its Large Value average: 1.11% vs 1.29%

  

What we are cautious about Nationwide Value A Fund (NVMAX) What we are cautious about Nationwide Value A Fund (NVMAX)

Data for Nationwide Value A Fund (NVMAX) as of February 28, 2010

  • Nationwide Value A Fund (NVMAX) management has been with Nationwide Value A Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Nationwide Value A Fund is a focused fund with 37.04% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Nationwide Value A Fund (NVMAX) is less safe compared to its Large Value peers
  • Nationwide Value A Fund (NVMAX) carries a 5.75% load
See Nationwide Value A Fund (NVMAX) performance details as of February 28, 2010

  

  

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Nationwide Value A Fund (NVMAX) Net Asset

Track net asset change of Nationwide Value A fund (NVMAX)

DateNet Asset
02/2010$2.09M
01/2010$1.09M
11/2009$1.07M
More historic net asset information on Nationwide Value A Fund (NVMAX)

  

Nationwide Value A Fund (NVMAX) Portfolio Allocation

Track portfolio allocation change of Nationwide Value A fund (NVMAX)

DateCashStockBondOther
10/20099.63%90.37%0%0%
07/20099.36%90.64%0%0%
06/20095.81%94.19%0%0%
Click here to see more historic asset allocation information on Nationwide Value A Fund (NVMAX)

  

Most Recent Top 10 Holdings in Nationwide Value A Fund (NVMAX)

Discover what Nationwide Value A Fund (NVMAX) manager is buying

31-Oct-09
APACHE CP [5.11%]
OCCIDENTAL PET [4.09%]
DEVON ENERGY CP (OK) [3.89%]
ANADARKO PETROLEUM [3.63%]
MEDTRONIC INC [3.4%]
UNITED TECH [3.3%]
ABBOTT LABORATORIES [3.19%]
PROCTER GAMBLE CO [3.02%]
PFIZER INC [2.93%]
Microsoft Corporation [2.7%]

31-Jul-09
APACHE CP [5.44%]
OCCIDENTAL PET [4.24%]
DEVON ENERGY CP (OK) [4.1%]
ANADARKO PETROLEUM [3.8%]
MEDTRONIC INC [3.26%]
UNITED TECH [3.23%]
PROCTER GAMBLE CO [2.65%]
Microsoft Corporation [2.53%]
XTO ENERGY INC [2.5%]
ABBOTT LABORATORIES [2.49%]

30-Jun-09
APACHE [4.54%]
OCCIDENTAL PETROLEUM [4.35%]
ANADARKO PETROLEUM [3.98%]
DEVON ENERGY [3.58%]
MEDTRONIC [3.57%]
UNITED TECHNOLOGIES [3.43%]
ABBOTT LABORATORIES [2.9%]
Microsoft Corporation [2.85%]
PROCTER & GAMBLE [2.71%]
XTO ENERGY INC [2.63%]
Click here for Stock Holding Change Map in Nationwide Value A Fund (NVMAX)

  

Related books and products to Nationwide Value A Fund (NVMAX)

  

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