Skip to Content

Nationwide WCM Focused Sm Cp C NWGQX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 23.35  /  0.00
  • Total Assets 240.9 Mil
  • Adj. Expense Ratio
    1.920%
  • Expense Ratio 1.920%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 0.38%
  • Turnover 19%

USD | NAV as of Feb 17, 2024 | 1-Day Return as of Feb 17, 2024, 11:14 PM GMT+0

Morningstar’s Analysis NWGQX

Will NWGQX 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 NWGQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ePlus Inc

5.84 12.9 Mil
Technology

Verra Mobility Corp Class A

5.66 12.5 Mil
Industrials

Addus HomeCare Corp

5.18 11.4 Mil
Healthcare

CASH

4.98 10.9 Mil
Cash and Equivalents

Element Solutions Inc

4.73 10.4 Mil
Basic Materials

APi Group Corp

4.31 9.5 Mil
Industrials

Enstar Group Ltd

3.98 8.8 Mil
Financial Services

Hillman Solutions Corp Shs

3.65 8.0 Mil
Industrials

Ensign Group Inc

3.48 7.7 Mil
Healthcare

Landstar System Inc

3.44 7.6 Mil
Industrials