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Nationwide Geneva Mid Cap Gr Instl Svc NWHYX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 14.66  /  +0.27 %
  • Total Assets 233.1 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield
  • Turnover 20%

USD | NAV as of Apr 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NWHYX

Will NWHYX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings NWHYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axon Enterprise Inc

5.12 11.9 Mil
Industrials

O'Reilly Automotive Inc

4.49 10.4 Mil
Consumer Cyclical

Copart Inc

4.28 10.0 Mil
Industrials

Intuit Inc

3.85 9.0 Mil
Technology

Amphenol Corp Class A

3.68 8.5 Mil
Technology

Gartner Inc

3.53 8.2 Mil
Technology

Verisk Analytics Inc

3.09 7.2 Mil
Industrials

Fiserv Inc

3.01 7.0 Mil
Technology

IDEXX Laboratories Inc

2.83 6.6 Mil
Healthcare

Tyler Technologies Inc

2.82 6.6 Mil
Technology