Morningstar

Nationwide Geneva Small Cap Growth Fund Institutional Service Class NWKDX

Medalist Rating as of Sep 30, 2026 See Nationwide Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in small-cap companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NWKDX	Nationwide Geneva Small Cap Growth Fund Institutional Service Class	Institutional	Limited			Jun 12, 2009	$384.57M	0.960%	Above Average	$50,000	−$563.25M
NWHZX	Nationwide Geneva Small Cap Growth Fund Class A	Front Load	Limited			Jun 12, 2009	$51.02M	1.190%	Below Average	$2,000	−$25.71M
NWKCX	Nationwide Geneva Small Cap Growth Fund Class R6	Retirement, Large	Limited			Sep 18, 2013	$277.59M	0.820%	Average	$1M	−$275.36M

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