Advertisement
Skip to Content
Morningstar

Nationwide Geneva Small Cap Gr C NWKBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 61.10  /  0.81 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.850%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 15%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:12 AM GMT+00:00

Morningstar’s Analysis NWKBX

Will NWKBX 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 NWKBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NWKBX 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 NWKBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Nationwide Geneva Small Cap Gr C's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor