OHIO NATIONAL Overview

Ohio National Investments Inc. is an investment advisor that manages 8.9 BN dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/13 to 03/31/16. The fund's latest filing disclosed 547MM in positions, representing 6% of the manager's regulatory AUM.

OHIO NATIONAL StockAlpha

+0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OHIO NATIONAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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OHIO NATIONAL Founders and Key Employees

Name Title In Position Since
Christopher A. Carlson President January-2000
Philip C. Byrde Director & Vice President January-2005
William J. Hilbert Vice President May-2003
Gary T. Huffman Ceo Of Ohio National Financial Services November-2010
Julie T. Thomas Chief Compliance Officer July-2013
Paul J. Gerard Director & Vice President May-2013

OHIO NATIONAL Brokers, Custodians, Auditors and Administrators

Type Company

OHIO NATIONAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investing in securities involves risk of loss that clients should be prepared to bear. The Asset Allocation Models
In order to participate in the Asset Allocation Models, contract owners are required to grant ONII
limited discretionary investment authority to periodically reallocate the owner's contract value (and subsequent Variable contract purchase payments, if applicable) in accordance with the updated version of the Asset Allocation Model selected. There are currently six Asset Allocation Models. Each model is comprised of a carefully selected combination of investment options, including the portfolios of Ohio National Fund and other unaffiliated mutual funds that sell their shares to insurance company separate accounts, and in some cases, pension plans. A list of all of the available portfolios is included in the variable contract product prospectus.


Ohio National Fund is a registered...
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OHIO NATIONAL Portfolio Concentration

OHIO NATIONAL Location

ONE FINANCIAL WAY
MONTGOMERY, Ohio
UNITED STATES, 45242

OHIO NATIONAL Contact Information

Phone Number: 513-794-6336
Fax Number: 513-794-4506
Website:

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