Nationwide Renaissance Small Cap Growth Fund;R6

Frequently Asked Questions About NWKEX

What does NWKEX invest in?

This fund aims to generate substantial capital growth over an extended period. Its primary investments are in U.S. small-capitalization company stocks that the subadviser identifies as having both favorable valuations and potential for increasing earnings. Typically, a minimum of 80% of the fund's total assets will be committed to equities of small-cap firms, defined as those with market capitalizations comparable to companies within the Russell 2000® Index. The fund also has the flexibility to allocate up to 20% of its net assets to international securities.

What is the expense ratio of NWKEX?

Nationwide Renaissance Small Cap Growth Fund;R6 (NWKEX) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NWKEX?

Nationwide Renaissance Small Cap Growth Fund;R6 (NWKEX) is one share class of a fund that manages $149.1M across all of its share classes (NWGPX, NWGSX 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 NWKEX actively managed or an index fund?

NWKEX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (NWKEX's is 0.75%) in exchange for the discretion to over- or under-weight positions.

When was NWKEX launched?

Nationwide Renaissance Small Cap Growth Fund;R6 (NWKEX) launched in September 2013 and is managed by the fund issuer.

How has NWKEX performed?

NWKEX'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.