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.
Nationwide Renaissance Small Cap Growth Fund Institutional Service Class NWGSX
- NAV / 1-Day Return 24.17 / −0.04 %
- Total Assets 23.0M
-
Adj. Expense Ratio
0.830%
- Expense Ratio 0.880%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 0.00
- Turnover 39%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis NWGSX
Will NWGSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Innodata Inc | 4.00 | 933,587 | Technology |
Credo Technology Group Holding Ltd | 3.68 | 859,857 | Technology |
Sterling Infrastructure Inc | 3.37 | 787,669 | Industrials |
Sanmina Corp | 3.29 | 768,022 | Technology |
Rambus Inc | 3.19 | 744,173 | Technology |
IES Holdings Inc | 3.03 | 708,197 | Industrials |
Nextpower Inc Class A | 2.92 | 682,060 | Technology |
Fabrinet | 2.61 | 609,677 | Technology |
Imax Corp | 2.38 | 555,044 | Communication Services |
AAR Corp | 2.33 | 543,617 | Industrials |