Morningstar

Nationwide Renaissance Small Cap Growth Fund Class R6 NWKEX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Nationwide Investment Hub

Morningstar’s Analysis NWKEX

Will NWKEX outperform in the 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 NWKEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Simple yet effective.

Analyst David Carey

David Carey

Analyst

Summary

Nationwide will replace WCM with Renaissance as this fund’s subadvisor on or around Feb. 17, 2026. At that time, the fund will be renamed Nationwide Renaissance Small Cap Growth from Nationwide WCM Focused Small Cap, and the fund’s prospectus benchmark will change to the Russell 2000 Growth Index from the Russell 2000 Index. Despite the changes, this fund’s Average People and Above Average Process ratings remain intact.

by David Carey
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