The current iteration of Nationwide Geneva Mid Cap Growth’s team hasn’t shown that it can execute its undifferentiated process well enough to generate outperformance going forward, warranting a Morningstar Analyst Rating of Neutral on all share classes.
Will NWHVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWHVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NWHVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NWHVX’s parent organization’s priorities and whether they’re in line with investors’ interests.