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Morningstar

Nationwide Geneva Small Cap Gr R6 NWKCX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 77.67  /  −0.13 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Limited
  • TTM Yield —
  • Turnover 16%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis NWKCX

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

  • People Pillar

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

Nationwide Geneva Small Cap Gr R6’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

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NWKCX

More NWKCX Holdings
  • 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

4.59 75.6 Mil
Financial Services

Onto Innovation Inc

4.30 70.8 Mil
Technology

Construction Partners Inc Class A

4.22 69.4 Mil
Industrials

CASH

3.42 56.2 Mil
Cash and Equivalents

RBC Bearings Inc

3.39 55.7 Mil
Industrials

Texas Roadhouse Inc

3.22 53.0 Mil
Consumer Cyclical

AAON Inc

3.16 52.1 Mil
Industrials

ExlService Holdings Inc

3.14 51.7 Mil
Technology

Novanta Inc

2.95 48.6 Mil
Technology

The Descartes Systems Group Inc

2.88 47.4 Mil
Technology