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Morningstar

Nationwide Small Company Growth InSvc NWSIX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 12.01  /  −0.83 %
  • Total Assets 124.0 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 50,000
  • Status Limited
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis NWSIX

Will NWSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NWSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NWSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Nationwide Small Company Growth InSvc's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NWSIX

More NWSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vericel Corp

5.02 6.8 Mil
Healthcare

Guidewire Software Inc

4.86 6.6 Mil
Technology

AppFolio Inc Class A

4.75 6.4 Mil
Technology

Manhattan Associates Inc

4.64 6.3 Mil
Technology

Veeva Systems Inc Class A

4.63 6.2 Mil
Healthcare

Alarm.com Holdings Inc

4.47 6.0 Mil
Technology

Repligen Corp

4.47 6.0 Mil
Healthcare

Ansys Inc

4.41 6.0 Mil
Technology

Datadog Inc Class A

4.38 5.9 Mil
Technology

Glaukos Corp

4.36 5.9 Mil
Healthcare