Nasdaq - Delayed Quote USD

Nationwide Geneva Mid Cap Gr A (NWHVX)

13.24 -0.07 (-0.53%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 13.31
  • YTD Return 8.82%
  • Expense Ratio 1.11%
  • Category Mid-Cap Growth
  • Last Cap Gain 67.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 232.47M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 20.02%
  • Last Dividend --
  • Inception Date Sep 18, 2013

The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in mid-cap growth companies.

Nationwide

Fund Family

Mid-Cap Growth

Fund Category

232.47M

Net Assets

2013-09-18

Inception Date

Performance Overview: NWHVX

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Trailing returns as of 10/15/2024. Category is Mid-Cap Growth.

YTD Return

NWHVX
8.82%
Category
10.80%
?

1-Year Return

NWHVX
24.41%
Category
48.17%
?

3-Year Return

NWHVX
1.21%
Category
21.26%
?

5-Year Return

NWHVX
10.61%
Category
20.18%
?

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Holdings: NWHVX

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Top 10 Holdings (38.11% of Total Assets)

SymbolCompany% Assets
AXON
Axon Enterprise, Inc. 5.11%
ORLY
O'Reilly Automotive, Inc. 4.27%
APH
Amphenol Corporation 4.24%
CPRT
Copart, Inc. 4.06%
IT
Gartner, Inc. 4.02%
TYL
Tyler Technologies, Inc. 3.63%
FI
Fiserv, Inc. 3.48%
VRSK
Verisk Analytics, Inc. 3.30%
HEI-A
HEICO Corporation 3.18%
STE
STERIS plc 2.81%

Sector Weightings

Recent News: NWHVX

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Research Reports: NWHVX

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