Morningstar

Nationwide Small Cap Index Fund Institutional Service Class NWXRX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 16.01  /  +0.38 %
  • Total Assets 277.1M
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.44%
  • Turnover 15%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NWXRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Small Cap Index Instl Svc holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWXRX

More NWXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Micro E-mini Russell 2000 Index Future Sept 26

1.15 3M
—

CASH

1.12 3M
Cash and Equivalents

Moog Inc Class A

0.37 1M
Industrials

Hut 8 Corp

0.37 1M
Financial Services

BrightSpring Health Services Inc

0.35 983,055
Healthcare

Viasat Inc

0.35 980,635
Technology

Cytokinetics Inc

0.34 966,225
Healthcare

MaxLinear Inc

0.34 953,695
Technology

Argan Inc

0.34 944,685
Industrials

UMB Financial Corp

0.33 919,439
Financial Services

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