Skip to Content
Morningstar

Nationwide Small Cap Index R GMSRX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 10.08  /  0.70 %
  • Total Assets 216.2 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.75%
  • Turnover 17%

USD | NAV as of Dec 09, 2023 | 1-Day Return as of Dec 09, 2023, 12:14 AM GMT+0

Morningstar’s Analysis GMSRX

Will GMSRX 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 GMSRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GMSRX 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 GMSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Nationwide Small Cap Index R's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GMSRX

More GMSRX Holdings
  • Current Portfolio Date
  • Equity Holdings 1977
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 4.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MICRO EMIN RUS2000 EQUITY INDEX 15/DEC/2023 HWRZ3

1.11
2,350,562
—

CASH

0.71
1,492,031
Cash and Equivalents

Super Micro Computer Inc

0.56
1,186,824
Technology

Chart Industries Inc

0.32
678,171
Industrials

ChampionX Corp

0.31
660,359
Energy

Chord Energy Corp Ordinary Shares - New

0.30
633,694
Energy

Murphy Oil Corp

0.30
629,413
Energy

Matador Resources Co

0.30
628,347
Energy

Light & Wonder Inc Ordinary Shares

0.29
609,586
Consumer Cyclical

Weatherford International PLC Ordinary Shares - New

0.29
603,856
Energy