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.
Will NWGPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of NWGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.