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Nationwide Geneva Small Cap Gr A NWHZX

Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 78.85  /  +0.39 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield
  • Turnover 16%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 11:50 PM GMT+0

Morningstar’s Analysis NWHZX

Will NWHZX outperform in future?

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

Nationwide Geneva Small Cap Gr A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 NWHZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kinsale Capital Group Inc

4.77 76.5 Mil
Financial Services

Onto Innovation Inc

4.74 76.0 Mil
Technology

CASH

4.69 75.1 Mil
Cash and Equivalents

Construction Partners Inc Class A

3.71 59.4 Mil
Industrials

RBC Bearings Inc

3.51 56.3 Mil
Industrials

Texas Roadhouse Inc

3.20 51.3 Mil
Consumer Cyclical

ExlService Holdings Inc

3.15 50.5 Mil
Technology

AAON Inc

3.10 49.6 Mil
Industrials

Novanta Inc

2.99 47.9 Mil
Technology

The Descartes Systems Group Inc

2.80 44.9 Mil
Technology