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Nationwide WCM Focused Sm Cp Instl Svc NWGSX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 28.99  /  0.14 %
  • Total Assets 202.4 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield
  • Turnover 34%

Morningstar’s Analysis NWGSX

Will NWGSX 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.

Associate Analyst David Carey

David Carey

Associate Analyst

Summary

Nationwide WCM Focused Small Cap’s compact team and high-conviction approach present risks.

Rated on Published on

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Portfolio Holdings NWGSX

  • Current Portfolio Date
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CASH

6.34
12,211,657
Cash and Equivalents
5.63
10,853,206
Healthcare
5.34
10,290,240
Technology
4.84
9,327,560
Industrials
4.56
8,781,358
Basic Materials
4.00
7,695,600
Financial Services
3.86
7,428,945
Industrials
3.76
7,236,075
Industrials
3.52
6,776,802
Industrials
3.24
6,237,840
Industrials