Nationwide Short Duration Bond Instl River Park 2 1200 River Road Conshohocken, PA 19428 Map
Phone: 800-848-0920
| Category: | Short-Term Bond | | Fund Family: | Nationwide | | Net Assets: | 860.00K | | Year-to-Date Return: | 1.17% | | Yield: | 3.80% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-99 |
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Perpetua M. Phillips
Lead Manager since
05-Mar-01 | | | Phillips has 19 years of experience in fixed income investments including portfolio management of indexed and total return portfolios and fixed income research and analysis. Phillips is a member of Morley Financials Investment & Strategy Committee. She joined the firm in 1999. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide a high level of current income while preserving capital and minimizing fluctuations in share value. The fund invests primarily in securities issued by the U.S. government and its agencies, as well as investment-grade debt securities issued by corporations. It also purchases mortgage-backed and asset-backed securities. The debt securities in which the fund invests pay interest on either a fixed-rate or variable-rate basis. |
| Last Dividend
(31-Oct-08):
| 0.03 | | Last Cap Gain
(16-Apr-04):
| 0.01 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 106.22% |
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| Expense | MCAIX | Category Avg | | Total Expense Ratio: | 0.54%
| 0.92% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 2.69% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$166 | $420 | | 5 Yr Expense Projection*: |
$297 | $674 | | 10 Yr Expense Projection*: |
$680 | $1,391 |
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