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

Mutual Fund Insights: Nationwide Value Instl Fund (NVMIX)

In-depth Analysis of Nationwide Value Instl Fund (NVMIX)

Mutual fund chart: Nationwide Value Instl Fund (NVMIX)

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See Nationwide Value Instl Fund (NVMIX) performance details as of January 31, 2010

  

    Last Trade: $8.73 on 3/15/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Nationwide Value Instl Fund (NVMIX) (alpha release)

  

Fund Manager - Charles S. Bath

Fund Manager Tenure: 2.0 years   [Similar Funds: NVMAX  NVMCX  NVMRX ]
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Bath has been the Managing Director of Equities for Diamond Hill since September 2002. he was a senior portfolio manager for Gartmore Global Investments, a global investment firm affiliated with Nationwide Insurance, where he managed the Gartmore Total Return Fund. Bath holds the Chartered Financial Analyst designation.  Get more insights on Charles S. Bath

  

What we like about Nationwide Value Instl Fund (NVMIX) What we like about Nationwide Value Instl Fund (NVMIX)

Data for Nationwide Value Instl Fund (NVMIX) as of January 31, 2010

  • Nationwide Value Instl Fund (NVMIX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Nationwide Value Instl Fund (NVMIX) has good short-term performance (1-year return 37.30% vs 32.89% Large Value category average)
  • Nationwide Value Instl Fund (NVMIX) ratio of up-years vs down years is greater than 2
  • Nationwide Value Instl Fund (NVMIX) has an annual stock turnover rate of 36.15% vs Large Value average of 69.44%. It is good that Nationwide Value Instl management does not trade extensively for its return.
  • Nationwide Value Instl Fund (NVMIX) has a lower management fee than its Large Value average: 0.85% vs 1.28%
  • Nationwide Value Instl Fund (NVMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Nationwide Value Instl Fund (NVMIX) What we are cautious about Nationwide Value Instl Fund (NVMIX)

Data for Nationwide Value Instl Fund (NVMIX) as of January 31, 2010

  • Nationwide Value Instl Fund (NVMIX) management has been with Nationwide Value Instl Fund for only 2.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Nationwide Value Instl 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.
See Nationwide Value Instl Fund (NVMIX) performance details as of January 31, 2010

  

  

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Nationwide Value Instl Fund (NVMIX) Net Asset

Track net asset change of Nationwide Value Instl fund (NVMIX)

DateNet Asset
01/2010$830.00K
11/2009$820.00K
10/2009$780.00K
More historic net asset information on Nationwide Value Instl Fund (NVMIX)

  

Nationwide Value Instl Fund (NVMIX) Portfolio Allocation

Track portfolio allocation change of Nationwide Value Instl fund (NVMIX)

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 Instl Fund (NVMIX)

  

Most Recent Top 10 Holdings in Nationwide Value Instl Fund (NVMIX)

Discover what Nationwide Value Instl Fund (NVMIX) 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 Instl Fund (NVMIX)

  

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