- 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 WCM Focused Small Cap Fund Class 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 WCM Focused Small Cap Fund Class A (NWGPX) manages $151.9M in total assets. 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 a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (NWGPX's is 1.11%) because there's no security selection cost.
- When was NWGPX launched?
- Nationwide WCM Focused Small Cap Fund Class 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.
