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Morningstar

Nationwide Geneva Mid Cap Gr A NWHVX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 12.07  /  −0.41 %
  • Total Assets 221.5 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of NWHVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Nationwide Geneva Mid Cap Gr A's Average Process Pillar and People 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NWHVX

More NWHVX Holdings
  • 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