One Nationwide Plaza,
Columbus , OH, 43215
Columbus , OH, 43215
Summary
The fund seeks capital appreciation in the long term by investing in companies outside the United States.
The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
The investment team believes differences in culture, government policies, fiscal and monetary policy, pol More
Link
Directors
Jan 10, 2024- Lorn C. Davis
- David E. Wezdenko
- Douglas F. Kridler
- Barbara I. Jacobs
- Keith F. Karlawish
- Charlotte Tiedemann Petersen
- Kristina Junco Bradshaw
- M. Diane Koken
- Carol A. Kosel
Chief Compliance Officer
- Kevin Grether
Fund Manager(s)
- Peter Hill
- Eric Leve
- Daniel McKellar
- Anthony Craddock
Price
- 52-Week High/Low
- $10.28 - $8.04
- Turnover
- 45%
- Expense Ratio
- 1.22%
Company Name |
Holding |
AstraZeneca plc | 1.55 % |
BP plc | 1.15 % |
HSBC SECURITIES USA INC | 0.98 % |
CF SECURED LLC | 0.91 % |
Barclays plc | 0.73 % |
adidas AG | 0.61 % |
HSBC Holdings plc | 0.55 % |
Intertek Group plc | 0.54 % |
Assicurazioni Generali SpA | 0.51 % |
Pearson plc | 0.5 % |
More | 0.5 % |
Advisor
Performance
YTD
4.8%
3 Year
2.11%
5 Year
24.55%
Best
18.5%
2019
Worst
-20.06%
2018
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
Q1 | 8% | 8.9% | -6.7% | 6.7% | -23.2% | 10.7% | -0.1% | 7.5% | -2.1% | 4.6% |
Q2 | -2.2% | 3.9% | -15.7% | 4.8% | 15.7% | 1.1% | -4.8% | 5.5% | -2.1% | 1.5% |
Q3 | - | -3.8% | -10.2% | -5.9% | 4% | -2.2% | 1.6% | 5.7% | 4.8% | -8.8% |
Q4 | - | 10% | 15.7% | 2.7% | 12.5% | 7% | -15.1% | 3.7% | -3% | 4% |
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.5% | 3.7% | 3.7% | -2.9% | - | - | - | - | - | - | - | - |
2023 | 8.4% | -3.1% | 3.7% | 2% | -2.9% | 4.9% | 2.8% | -3.4% | -3.1% | -2.9% | 8.6% | 3.1% |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
---|---|---|---|---|---|---|---|---|---|---|---|
5% | 18% | -18% | 7% | 6% | 19% | -20% | 0% | -3% | 1% |
Alpha
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
NWHJX | 5% | 18% | -18% | 7% | 6% | 19% | -20% | - | -3% | 1% |
S&P 500 | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% | -1% |
Alpha | 5% | 18% | 3% | -20% | -10% | -10% | -14% | - | -12% | 1% |