- What does NWGSX invest in?
- The Nationwide WCM Focused Small Cap Fund primarily aims to invest in shares of smaller U.S. companies. Its subadviser selects these businesses based on their perceived potential for accelerating earnings growth and appealing valuations. Ordinarily, a minimum of 80% of the fund's total assets will be dedicated to equities of small-capitalization firms, specifically those whose market value aligns with the range of companies found in the Russell 2000® Index. Additionally, the fund has the flexibility to allocate up to 20% of its net assets to international securities.
- What is the expense ratio of NWGSX?
- Nationwide WCM Focused Small Cap Fund (NWGSX) charges an expense ratio of 0.83%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is NWGSX?
- Nationwide WCM Focused Small Cap Fund (NWGSX) manages $151.8M 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 NWGSX actively managed or an index fund?
- NWGSX 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 (NWGSX's is 0.83%) because there's no security selection cost.
- When was NWGSX launched?
- Nationwide WCM Focused Small Cap Fund (NWGSX) launched in September 2013 and is managed by the fund issuer.
- How has NWGSX performed?
- NWGSX'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.
