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Nationwide Geneva Small Cap Gr R6 (NWKCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
97.24+1.68 (+1.76%)
At close: 08:00PM EST

Nationwide Geneva Small Cap Gr R6

King of Prussia, PA 19406

1000 Continental Drive, Suite 400

Nationwide Mutual Funds

610-230-2864
Management Information
,Lead Manager since July 19, 2017
Jose Munoz is a Managing Principal, Portfolio Manager at Geneva Capital Management. Mr. Munoz co-manages the Geneva Small Cap, Mid Cap and SMID Cap Growth strategies. As a member of the Investment Strategy Group, he conducts high-quality, fundamental research and supports the Geneva growth equity strategies. He joined Geneva in 2011. Mr. Munoz earned his BA degree from Marquette University and his MBA from the University of Chicago, Booth School of Business. Mr. Munoz is a CFA Charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyNationwide
Net Assets1.57B
YTD Return12.31%
Yield0.00%
Morningstar Rating★★★★★
Inception DateSep 17, 2013

Fund Operations

Last Dividend0.01
Last Cap Gain25.00
Holdings Turnover16.45%
Average for CategoryN/A

Fees & Expenses

ExpenseNWKCXCategory Average
Annual Report Expense Ratio (net)0.83%1.21%
Prospectus Net Expense Ratio0.83%N/A
Prospectus Gross Expense Ratio0.83%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A