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Nationwide Geneva Mid Cap Gr C NWHWX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 2.71  /  +0.74 %
  • Total Assets 229.6 Mil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield
  • Turnover 20%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 8:57 PM GMT+0

Morningstar’s Analysis NWHWX

Will NWHWX outperform in future?

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

Nationwide Geneva Mid Cap Gr C'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 highest quintile among peers.

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Portfolio Holdings NWHWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

O'Reilly Automotive Inc

4.51 9.8 Mil
Consumer Cyclical

Axon Enterprise Inc

4.43 9.7 Mil
Industrials

Copart Inc

4.13 9.0 Mil
Industrials

Intuit Inc

3.95 8.6 Mil
Technology

Gartner Inc

3.75 8.2 Mil
Technology

Amphenol Corp Class A

3.67 8.0 Mil
Technology

Verisk Analytics Inc

3.33 7.3 Mil
Industrials

CoStar Group Inc

3.09 6.7 Mil
Real Estate

Fiserv Inc

3.05 6.6 Mil
Technology

Tyler Technologies Inc

2.94 6.4 Mil
Technology