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 C NWGQX
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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 NWGQX 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 NWGQX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NWGQX 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 NWGQX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A relatively inexperienced team plies an eclectic approach.
