- What does GRISX invest in?
- The Fund seeks to provide investment results that correspond to the price and yield performance of publicly traded common stocks as represented by the Standard & Poor's 500 Composite Price Index. The Fund invests at least 80% of its net assets in equity securities of companies included in the S&P 500 Index.
- What is the expense ratio of GRISX?
- Nationwide S&P 500 Index Instl Svc (GRISX) charges an expense ratio of 0.43%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is GRISX?
- Nationwide S&P 500 Index Instl Svc (GRISX) manages $1.83B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is GRISX actively managed or an index fund?
- GRISX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (GRISX's is 0.43%) because there's no security selection cost.
- When was GRISX launched?
- Nationwide S&P 500 Index Instl Svc (GRISX) launched in October 1998 and is managed by the fund issuer.
- How has GRISX performed?
- GRISX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
