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Nationwide Geneva Mid Cap Gr A NWHVX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 12.36  /  +0.08 %
  • Total Assets 224.1 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield
  • Turnover 20%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis NWHVX

Will NWHVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Nationwide Geneva Mid Cap Gr A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings NWHVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axon Enterprise Inc

4.72 11.2 Mil
Industrials

Copart Inc

4.56 10.9 Mil
Industrials

O'Reilly Automotive Inc

4.56 10.8 Mil
Consumer Cyclical

Amphenol Corp Class A

3.80 9.0 Mil
Technology

Intuit Inc

3.69 8.8 Mil
Technology

Gartner Inc

3.54 8.4 Mil
Technology

Fiserv Inc

3.15 7.5 Mil
Technology

Verisk Analytics Inc

2.95 7.0 Mil
Industrials

CoStar Group Inc

2.79 6.6 Mil
Real Estate

Ansys Inc

2.75 6.5 Mil
Technology