
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.17 | 8.25 | 7.08 |
Shares | 76.68 | 81.21 | 4.53 |
Bonds | 22.11 | 32.50 | 10.39 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.78 | 18.02 |
Price to Book | 2.63 | 2.86 |
Price to Sales | 1.60 | 1.99 |
Price to Cash Flow | 11.42 | 11.20 |
Dividend Yield | 1.83 | 1.98 |
5 Years Earnings Growth | 11.18 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.02 | 21.75 |
Financial Services | 15.24 | 15.50 |
Industrials | 12.24 | 11.30 |
Consumer Cyclical | 11.50 | 10.26 |
Healthcare | 11.44 | 11.89 |
Communication Services | 6.27 | 7.72 |
Consumer Defensive | 5.31 | 6.78 |
Basic Materials | 4.13 | 3.57 |
Utilities | 3.46 | 3.19 |
Energy | 3.40 | 5.36 |
Real Estate | 3.00 | 4.22 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nationwide Fundamental All Cap Equity R6 | - | 33.89 | - | - | |
Nationwide Bond Portfolio R6 | - | 19.44 | - | - | |
Nationwide U.S. 130/30 Equity R6 | - | 14.82 | - | - | |
Nationwide International Index R6 | - | 12.58 | - | - | |
Nationwide Mid Cap Market Idx R6 | - | 7.98 | - | - | |
iShares Core MSCI Emerging Markets ETF | - | 4.37 | - | - | |
Nationwide Loomis Core Bond R6 | - | 2.04 | - | - | |
iShares Core S&P Small-Cap | US4642878049 | 2.01 | 108.46 | -1.65% | |
Nationwide GQG US Quality Eq R6 | - | 1.57 | - | - | |
Nationwide Amundi Strat Inc R6 | - | 0.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds NVIT Asset Allocatio | 6.36B | 7.85 | 13.53 | 8.65 | ||
NVIT SP 500 Index Fund Class II | 2.87B | 5.98 | 19.13 | 13.10 | ||
American Funds NVIT Growth Fund II | 2.31B | 9.91 | 25.64 | 16.59 | ||
Nationwide Institutional Service | 1.18B | 5.51 | 18.06 | 12.39 | ||
NVIT Investor Destinations Balance2 | 1.05B | 5.81 | 8.91 | 5.16 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review