Morningstar

Nationwide WCM Focused Sm Cp Instl Svc NWGSX Fund Analysis

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

Morningstar’s Analysis NWGSX

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

  • People Pillar

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

A bold but effective approach.

Analyst David Carey

David Carey

Analyst

Summary

Nationwide WCM Focused Small Cap’s well-executed, disciplined approach warrants a Process Pillar upgrade to Above Average from Average. This is a fine small-blend option.

by David Carey
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