Nationwide Geneva Small Fund Quote

NWHZX Fund  USD 91.38  0.47  0.51%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Nationwide Geneva is trading at 91.38 as of the 28th of November 2024; that is 0.51% down since the beginning of the trading day. The fund's open price was 91.85. Nationwide Geneva has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Nationwide Geneva Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stocks purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. More on Nationwide Geneva Small

Moving together with Nationwide Mutual Fund

  0.87NADMX Nationwide InvestorPairCorr
  0.75GGEAX Nationwide Global EquityPairCorr
  0.75GGEIX Nationwide Global EquityPairCorr
  0.92GGFRX Nationwide GrowthPairCorr

Moving against Nationwide Mutual Fund

  0.67NBDAX Nationwide BondPairCorr
  0.59GIIAX Nationwide InternationalPairCorr
  0.58GIXIX Nationwide InternationalPairCorr
  0.55GIIRX Nationwide InternationalPairCorr

Nationwide Mutual Fund Highlights

Fund ConcentrationNationwide Funds, Large Funds, Small Growth Funds, Small Growth, Nationwide (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Nationwide Geneva Small [NWHZX] is traded in USA and was established 28th of November 2024. Nationwide Geneva is listed under Nationwide category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Nationwide family. This fund now has accumulated 1.47 B in assets with no minimum investment requirementsNationwide Geneva Small is currently producing year-to-date (YTD) return of 23.21%, while the total return for the last 3 years was 2.68%.
Check Nationwide Geneva 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 Geneva Small 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 Geneva Small Mutual Fund Constituents

BLBlacklineStockInformation Technology
OLLIOllies Bargain OutletStockConsumer Discretionary
OMCLOmnicellStockHealth Care
ALRMAlarm HoldingsStockInformation Technology
BLKBBlackbaudStockInformation Technology
ALGTAllegiant TravelStockIndustrials
ROLLRBC Bearings IncorporatedStockIndustrials
TYLTyler TechnologiesStockInformation Technology
More Details

Nationwide Geneva Small Risk Profiles

Nationwide Geneva Against Markets

Other Information on Investing in Nationwide Mutual Fund

Nationwide Geneva 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 Geneva security.
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