The fund invests primarily in stocks of U.S. small-cap companies that exhibit growth characteristics. Under normal circumstances, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. For these purposes, small-cap companies are companies whose capitalizations are within the range of the market capitalizations of companies in the Russell 2000 Index. Maximum drawdown of 5.08% indicates contained downside risk. Trading down 0.71% intraday. It is managed by Nationwide.
Nationwide Highmark Small currently trades at $23.81, posting 0.71% down in today's market action. NATIONWIDE HIGHMARK carries a 15% probability of significant NAV decline over the medium term. Over the last 90 trading days, it has delivered negative risk-adjusted returns. The performance scores span the window starting January 28, 2026 and ending April 28, 2026. Learn more.
Nationwide Highmark Small [NWKEX] is traded in USA. The fund is listed under the Small Growth category and is part of the Nationwide family. This fund now has accumulated 83.37 M in assets with a minimum initial investment of $1000 K. Nationwide Highmark Small is currently producing a year-to-date (YTD) return of 2.09%, while the total return for the last 3 years is 4.56%. NATIONWIDE HIGHMARK operates as a operator in the nationwide segment where revenue is driven by core operating activities and end-market demand within its industry. NATIONWIDE HIGHMARK financial stability analysis
Broad sector diversification is a foundational principle of portfolio management. Broader allocation improves the odds of favorable outcomes for NATIONWIDE Mutual Fund but generally reduces expected return.
Sector-focused funds like Nationwide Highmark Small Mutual Fund offer a cost-effective way to implement a sector tilt. Sector fund diversification may help adjust sector exposure within a broader portfolio.
The fund generated returns of 2.0% over the last ten years. Nationwide Highmark Small maintains about 5.6% of assets in cash. Nationwide Highmark Small posted $214.4 million in Total Assets and $83.4 million in Net Assets for the reported period.
Investor Insights and Alerts
Shareholder alerts for NATIONWIDE HIGHMARK, a Small Growth mutual fund, flag conditions that may warrant re-evaluating your position. A concise alert layer reduces the chance of ignoring material changes to the fund's distribution policy or income stability. For funds, converging signals across several dimensions carry more weight than any single alert for NATIONWIDE HIGHMARK.
NATIONWIDE HIGHMARK's daily data helps shareholders distinguish genuine momentum from short-lived noise in the fund's holdings. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating. For Small Growth mutual funds, daily metrics are most actionable near quarter-end when institutional rebalancing can affect the fund's holdings.
Forecast models for NATIONWIDE HIGHMARK, which returned 11.4% over one year, use historical NAV data to estimate how the fund may perform under similar conditions. NATIONWIDE HIGHMARK averaged 4.6% over three years. Forecast accuracy for mutual funds degrades over longer horizons as holdings and management decisions evolve. The forecast horizon should match the shareholder's actual holding period. Short-term models have limited relevance for long-term fund holders.
Performance context is typically read against category peers and stated objectives. The five-year return stands at 2.0%.
Methodology
Unless otherwise specified, data for Nationwide Highmark Small is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Nationwide Highmark Small market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: Information is derived from public fund disclosures, holdings reports, and market data feeds and official institutions such as U.S. Securities and Exchange Commission (SEC) via EDGAR. Standardization is applied for analytical consistency, and reporting delays can occur. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Nationwide Highmark Small may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors