Nationwide Renaissance Small Cap Growth Fund;A

Frequently Asked Questions About NWGPX

What does NWGPX invest in?

The fund aims for substantial long-term capital growth. It primarily invests in equity securities of smaller U.S. companies chosen by the subadviser for their promising earnings growth outlook and attractive valuations. Under typical market conditions, a minimum of 80% of the fund's net assets will be allocated to equity securities of small-capitalization companies, specifically those with market capitalizations comparable to firms included in the Russell 2000® Index. Additionally, the fund has the flexibility to invest up to 20% of its net assets in international (foreign) securities.

What is the expense ratio of NWGPX?

Nationwide Renaissance Small Cap Growth Fund;A (NWGPX) charges an expense ratio of 1.11%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NWGPX?

Nationwide Renaissance Small Cap Growth Fund;A (NWGPX) is one share class of a fund that manages $145.6M across all of its share classes (NWGSX, NWKEX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is NWGPX actively managed or an index fund?

NWGPX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (NWGPX's is 1.11%) in exchange for the discretion to over- or under-weight positions.

When was NWGPX launched?

Nationwide Renaissance Small Cap Growth Fund;A (NWGPX) launched in September 2013 and is managed by the fund issuer.

How has NWGPX performed?

NWGPX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.