Nationwide Small Pany Fund Quote
| NWSAX Fund | USD 14.46 0.06 0.41% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Nationwide Small is trading at 14.46 as of the 28th of November 2024; that is 0.41% down since the beginning of the trading day. The fund's open price was 14.52. Nationwide Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nationwide Small Pany 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 normally invests at least 80 percent of its net assets in common stocks of small companies. It employs a growth style of investing. In other words, the funds subadviser seeks companies whose earnings are expected to grow consistently faster than those of other companies. More on Nationwide Small Pany
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Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Funds, Small Growth Funds, Small Growth, Nationwide (View all Sectors) |
| Update Date | 30th of September 2024 |
Nationwide Small Pany [NWSAX] is traded in USA and was established 28th of November 2024. Nationwide Small 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 353.35 M in assets with minimum initial investment of 2 K. Nationwide Small Pany is currently producing year-to-date (YTD) return of 13.8%, while the total return for the last 3 years was -6.08%.
Check Nationwide Small 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 Small Pany 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 Small Pany Mutual Fund Constituents
| QDEL | Quidel | Stock | Health Care | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| GWRE | Guidewire Software | Stock | Information Technology | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| GKOS | Glaukos Corp | Stock | Health Care | |
| QTWO | Q2 Holdings | Stock | Information Technology | |
| MANH | Manhattan Associates | Stock | Information Technology | |
| INGN | Inogen Inc | Stock | Health Care |
Nationwide Small Pany Risk Profiles
| Mean Deviation | 0.8789 | |||
| Semi Deviation | 0.8893 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 |
Nationwide Small Against Markets
Other Information on Investing in Nationwide Mutual Fund
Nationwide Small 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 Small security.
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