- What does NWHZX invest in?
- The primary objective of this fund is to generate substantial long-term capital appreciation for its investors. Under typical market conditions, it allocates its assets primarily to common equities of publicly listed corporations. The subadviser specifically targets companies that, at the time of acquisition, demonstrate robust growth potential. These characteristics encompass industry leadership, a sustainable competitive edge, promising earnings growth trajectories, and seasoned management teams. Crucially, a minimum of 80% of its net assets will be dedicated to investments in small-capitalization companies.
- What is the expense ratio of NWHZX?
- Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) charges an expense ratio of 1.19%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is NWHZX?
- Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) manages $972.2M 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 NWHZX actively managed or an index fund?
- NWHZX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (NWHZX's is 1.19%) in exchange for the discretion to over- or under-weight positions.
- When was NWHZX launched?
- Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) launched in September 2013 and is managed by the fund issuer.
- How has NWHZX performed?
- NWHZX'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.
