Nationwide Bailard Nitive Fund Quote
| NWHDX Fund | USD 18.48 0.29 1.59% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Nationwide Bailard is trading at 18.48 as of the 25th of November 2024; that is 1.59% up since the beginning of the trading day. The fund's open price was 18.19. Nationwide Bailard has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Nationwide Bailard Nitive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not identical, to the market capitalization range of those companies found in the Russell 2000 Value Index. More on Nationwide Bailard Nitive
Moving together with Nationwide Mutual Fund
| 0.69 | NADMX | Nationwide Investor | PairCorr |
| 0.66 | GGEAX | Nationwide Global Equity | PairCorr |
| 0.67 | GGEIX | Nationwide Global Equity | PairCorr |
| 0.89 | GGFRX | Nationwide Growth | PairCorr |
Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Funds, Small Value Funds, Small Value, Nationwide, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Nationwide Bailard Nitive [NWHDX] is traded in USA and was established 25th of November 2024. Nationwide Bailard is listed under Nationwide category by Fama And French industry classification. The fund is listed under Small Value category and is part of Nationwide family. This fund now has accumulated 93.87 M in assets with no minimum investment requirementsNationwide Bailard Nitive is currently producing year-to-date (YTD) return of 19.59% with the current yeild of 0.01%, while the total return for the last 3 years was 5.63%.
Check Nationwide Bailard Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nationwide Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nationwide Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nationwide Bailard Nitive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nationwide Bailard Nitive Mutual Fund Constituents
| DAR | Darling Ingredients | Stock | Consumer Staples | |
| NWE | NorthWestern | Stock | Utilities | |
| CUBE | CubeSmart | Stock | Real Estate | |
| DBRG | Digitalbridge Group | Stock | Real Estate | |
| HI | Hillenbrand | Stock | Industrials | |
| IRT | Independence Realty Trust | Stock | Real Estate | |
| KELYA | Kelly Services A | Stock | Industrials | |
| AIV | Apartment Investment and | Stock | Real Estate |
Nationwide Bailard Nitive Risk Profiles
| Mean Deviation | 0.8818 | |||
| Semi Deviation | 0.7216 | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.67 |
Nationwide Bailard Against Markets
Other Information on Investing in Nationwide Mutual Fund
Nationwide Bailard financial ratios help investors to determine whether Nationwide Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nationwide with respect to the benefits of owning Nationwide Bailard security.
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