Nationwide Highmark Small Fund Quote
| NWKEX Fund | USD 35.85 0.63 1.79% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Nationwide Highmark is trading at 35.85 as of the 26th of November 2024; that is 1.79% up since the beginning of the trading day. The fund's open price was 35.22. Nationwide Highmark has less than a 19 % 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 Highmark Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of January 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80 percent of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000 Index. More on Nationwide Highmark Small
Moving together with Nationwide Mutual Fund
| 0.66 | NADMX | Nationwide Investor | PairCorr |
| 0.82 | GGEAX | Nationwide Global Equity | PairCorr |
| 0.82 | GGEIX | Nationwide Global Equity | PairCorr |
| 0.62 | GGFRX | Nationwide Growth | PairCorr |
Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Funds, Small Blend Funds, Small Blend, Nationwide, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Nationwide Highmark Small [NWKEX] is traded in USA and was established 26th of November 2024. Nationwide Highmark is listed under Nationwide category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Nationwide family. This fund now has accumulated 83.37 M in assets with minimum initial investment of 1000 K. Nationwide Highmark Small is currently producing year-to-date (YTD) return of 12.81% with the current yeild of 0.01%, while the total return for the last 3 years was 5.71%.
Check Nationwide Highmark 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 Highmark 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 Highmark Small Mutual Fund Constituents
| GO | Grocery Outlet Holding | Stock | Consumer Staples | |
| ENS | Enersys | Stock | Industrials | |
| ESGR | Enstar Group Limited | Stock | Financials | |
| CRMT | Americas Car Mart | Stock | Consumer Discretionary | |
| IPAR | Inter Parfums | Stock | Consumer Staples | |
| CWK | Cushman Wakefield plc | Stock | Real Estate | |
| BRO | Brown Brown | Stock | Financials | |
| DY | Dycom Industries | Stock | Industrials |
Nationwide Highmark Small Risk Profiles
| Mean Deviation | 0.7906 | |||
| Semi Deviation | 0.9606 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 |
Nationwide Highmark Against Markets
Other Information on Investing in Nationwide Mutual Fund
Nationwide Highmark 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 Highmark security.
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