Nationwide WCM Focused Small Cap’s compact team has been running money in this way only since 2014 and still needs to prove its staying power. The fund’s four share classes drop to a Morningstar Analyst Rating of Neutral from Bronze.
Nationwide WCM Focused Sm Cp A NWGPX
NAV / 1-Day Return
27.80
/
2.04
%
Total Assets
201.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.150%
Expense Ratio
1.150%
Fee Level
Low
Longest Manager Tenure
3.60
years
Category
Small Blend
Investment Style
Small BlendMin. Initial Investment
2,000
Status
Open
TTM Yield
0.00%
Turnover
—
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
A relatively inexperienced team plies an eclectic approach.
