Morningstar

Nationwide Renaissance Small Cap Growth Fund Institutional Service Class NWGSX

Morningstar Medalist Rating
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Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $23.16  /  +0.39 %
  • Fund Size $19.5M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis NWGSX

Will NWGSX outperform in the 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 NWGSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Simple yet effective.

Analyst David Carey

David Carey

Analyst

Summary

Nationwide will replace WCM with Renaissance as this fund’s subadvisor on or around Feb. 17, 2026. At that time, the fund will be renamed Nationwide Renaissance Small Cap Growth from Nationwide WCM Focused Small Cap, and the fund’s prospectus benchmark will change to the Russell 2000 Growth Index from the Russell 2000 Index. Despite the changes, this fund’s Average People and Above Average Process ratings remain intact.

by David Carey
Rated on Published on

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Portfolio Holdings NWGSX

More NWGSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MaxLinear Inc

3.00 630,996
Technology

Zeta Global Holdings Corp Class A

2.80 589,791
Technology

Sanmina Corp

2.77 582,191
Technology

Merit Medical Systems Inc

2.66 558,857
Healthcare

Medpace Holdings Inc

2.59 545,533
Healthcare

Innodata Inc

2.38 500,105
Technology

Addus HomeCare Corp

2.36 496,988
Healthcare

ExlService Holdings Inc

2.34 491,875
Technology

Imax Corp

2.33 490,844
Communication Services

CommVault Systems Inc

2.33 489,639
Technology

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