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.
Nationwide WCM Focused Sm Cp Instl Svc NWGSX
- NAV / 1-Day Return 33.59 / −0.47 %
- Total Assets 253.0 Mil
-
Adj. Expense Ratio
0.880%
- Expense Ratio 0.880%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 0.55%
- Turnover 19%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:25 PM GMT+0
Morningstar’s Analysis NWGSX
Will NWGSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Addus HomeCare Corp | 7.20 | 18.6 Mil | Healthcare |
Verra Mobility Corp Class A | 5.93 | 15.3 Mil | Industrials |
ePlus Inc | 5.29 | 13.7 Mil | Technology |
Element Solutions Inc | 5.16 | 13.3 Mil | Basic Materials |
ICU Medical Inc | 4.48 | 11.6 Mil | Healthcare |
Ensign Group Inc | 4.22 | 10.9 Mil | Healthcare |
Cushman & Wakefield PLC | 3.78 | 9.8 Mil | Real Estate |
Hillman Solutions Corp Shs | 3.74 | 9.7 Mil | Industrials |
Dorman Products Inc | 3.60 | 9.3 Mil | Consumer Cyclical |
APi Group Corp | 3.58 | 9.3 Mil | Industrials |
United States