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Nationwide WCM Focused Sm Cp A NWGPX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 28.51  /  0.52 %
  • Total Assets 240.9 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 0.56%
  • Turnover 19%

Morningstar’s Analysis NWGPX

Will NWGPX outperform in future?

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

A bold approach that courts more risk than peers.

Analyst David Carey

David Carey

Analyst

Summary

Nationwide WCM Focused Small Cap’s compact team and high-conviction approach present risks.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings NWGPX

  • Current Portfolio Date
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.84
12,856,908
Technology
5.66
12,464,283
Industrials
5.18
11,387,900
Healthcare

CASH

4.98
10,948,458
Cash and Equivalents
4.73
10,396,971
Basic Materials
4.31
9,484,368
Industrials
3.98
8,753,992
Financial Services
3.65
8,023,512
Industrials
3.48
7,653,672
Healthcare
3.44
7,572,940
Industrials