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Morningstar

Nationwide WCM Focused Sm Cp A NWGPX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 27.80  /  1.72 %
  • Total Assets 196.4 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 Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:55 PM GMT+00:00

Morningstar’s Analysis NWGPX

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

People Pillar

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

Concerns about portfolio concentration remain.

Analyst

Summary

| by Paul Ruppe

Nationwide WCM Focused Small Cap’s compact team and risks associated with its concentrated approach continue to warrant a Morningstar Analyst Rating of Neutral across all share classes.

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