Nationwide Bailard Technology Fund Quote
| NWHOX Fund | USD 31.52 0.20 0.63% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Nationwide Bailard is trading at 31.52 as of the 14th of December 2024; that is 0.63% down since the beginning of the trading day. The fund's open price was 31.72. Nationwide Bailard has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 14th of November 2024 and ending today, the 14th of December 2024. Click here to learn more.
The fund will, under normal market conditions, invest its assets primarily in common stocks located in the United States and abroad that the subadviser believes have superior sales and earnings growth potential, but at a reasonable price. It will invest at least 80 percent of its net assets in established companies in the technology and science sectors.. More on Nationwide Bailard Technology
Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Growth Funds, Technology Funds, Technology, Nationwide, Large Growth, Technology (View all Sectors) |
| Update Date | 31st of December 2024 |
Nationwide Bailard Technology [NWHOX] is traded in USA and was established 14th of December 2024. Nationwide Bailard is listed under Nationwide category by Fama And French industry classification. The fund is listed under Technology category and is part of Nationwide family. This fund now has accumulated 154.11 M in assets with minimum initial investment of 2 K. Nationwide Bailard is currently producing year-to-date (YTD) return of 35.17%, while the total return for the last 3 years was 12.03%.
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 Technology 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 Technology Mutual Fund Constituents
| ATVI | Activision Blizzard | Stock | Communication Services | |
| BAH | Booz Allen Hamilton | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| TWLO | Twilio Inc | Stock | Information Technology | |
| RNG | Ringcentral | Stock | Information Technology |
Nationwide Bailard Risk Profiles
| Mean Deviation | 0.8786 | |||
| Semi Deviation | 1.09 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 |
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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