Nasdaq - Delayed Quote USD

Nationwide WCM Focused Sm Cp Instl Svc (NWGSX)

27.55
-0.24
(-0.86%)
At close: May 9 at 8:01:46 PM EDT
Loading Chart for NWGSX
  • Previous Close 27.79
  • YTD Return -13.84%
  • Expense Ratio 0.88%
  • Category Small Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 169.67M
  • Beta (5Y Monthly) 1.03
  • Yield 1.12%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.31
  • Inception Date Mar 1, 2007

The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.

Nationwide

Fund Family

Small Blend

Fund Category

169.67M

Net Assets

2007-03-01

Inception Date

Performance Overview: NWGSX

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Trailing returns as of 5/9/2025. Category is Small Blend.

YTD Return

NWGSX
13.84%
Category
20.19%
 

1-Year Return

NWGSX
7.89%
Category
60.18%
 

3-Year Return

NWGSX
2.54%
Category
11.32%
 

5-Year Return

NWGSX
9.41%
Category
13.88%
 

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Holdings: NWGSX

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Sector Weightings

SectorNWGSX
Industrials   26.46%
Healthcare   16.73%
Technology   14.52%
Real Estate   3.52%
Utilities   0.00%
Energy   0.00%

Recent News: NWGSX

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Research Reports: NWGSX

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