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

Mutual Fund Insights: Nationwide Value R2 Fund (NVMRX)

In-depth Analysis of Nationwide Value R2 Fund (NVMRX)

Mutual fund chart: Nationwide Value R2 Fund (NVMRX)

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See Nationwide Value R2 Fund (NVMRX) performance details as of February 28, 2010

  

    Last Trade: $8.74 on 3/19/2010, Change: -0.04 (-0.46%)
Experiment our closing price forecasting tool for Nationwide Value R2 Fund (NVMRX) (alpha release)

  

Fund Manager - Charles S. Bath

Fund Manager Tenure: 2.1 years   [Similar Funds: NVMAX  NVMCX  NVMIX ]
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 R2 Fund (NVMRX) What we like about Nationwide Value R2 Fund (NVMRX)

Data for Nationwide Value R2 Fund (NVMRX) as of February 28, 2010

  • Nationwide Value R2 Fund (NVMRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Nationwide Value R2 Fund (NVMRX) has good short-term performance (1-year return 58.33% vs 54.22 % Large Value category average)
  • Nationwide Value R2 Fund (NVMRX) ratio of up-years vs down years is greater than 2
  • Nationwide Value R2 Fund (NVMRX) has an annual stock turnover rate of 36.15% vs Large Value average of 69.56%. It is good that Nationwide Value R2 management does not trade extensively for its return.

  

What we are cautious about Nationwide Value R2 Fund (NVMRX) What we are cautious about Nationwide Value R2 Fund (NVMRX)

Data for Nationwide Value R2 Fund (NVMRX) as of February 28, 2010

  • Nationwide Value R2 Fund (NVMRX) management has been with Nationwide Value R2 Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Nationwide Value R2 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 R2 Fund (NVMRX) is less safe compared to its Large Value peers
  • Nationwide Value R2 Fund (NVMRX) has a higher management fee of 1.36% than its Large Value average of 1.29%
  • Even though Nationwide Value R2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Nationwide Value R2 Fund (NVMRX) performance details as of February 28, 2010

  

  

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Nationwide Value R2 Fund (NVMRX) Net Asset

Track net asset change of Nationwide Value R2 fund (NVMRX)

DateNet Asset
02/2010$2.09M
01/2010$10.00K
11/2009$10.00K
More historic net asset information on Nationwide Value R2 Fund (NVMRX)

  

Nationwide Value R2 Fund (NVMRX) Portfolio Allocation

Track portfolio allocation change of Nationwide Value R2 fund (NVMRX)

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 R2 Fund (NVMRX)

  

Most Recent Top 10 Holdings in Nationwide Value R2 Fund (NVMRX)

Discover what Nationwide Value R2 Fund (NVMRX) 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 R2 Fund (NVMRX)

  

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