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Nationwide Small Company Growth Fund Institutional Service Class (NWSIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund normally invests at least 80% of its net assets in common stocks of small-cap companies. It employs a "growth" style of investing. In other words, the fund subadviser seeks companies whose earnings are expected to grow consistently faster than those of other companies. In pursuing this approach, the subadviser seeks to build a portfolio of exceptional small companies, purchased early in their corporate life cycle, that have the wherewithal to become exceptional large companies.


1 month+5.10% 3 years+19.63%
3 months+10.03% 5 years--
1 year+10.87% Since inception+17.60%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+12.11%
Expense ratio1.74%1.37%
Risk 5 year sharpe ratio--0.78
Net assets$193.8M$770.2M
Average market cap$2.5B$2.8B
Average P/E37.426.9
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyNationwide
Fund manager & tenureRobert Hall / 3 Years
Minimal initial investment$50,000.00
Minimum IRA investment--


U.S. stock94.23%
International stock1.35%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
MANH Manhattan Associates Inc4.90%
CMN Cantel Medical Corp4.70%
TYL Tyler Technologies Inc4.56%
NEOG Neogen Corp4.55%
BLKB Blackbaud Inc4.52%
ACIW ACI Worldwide Inc4.20%
CGNX Cognex Corp4.17%
BCPC Balchem Corp3.94%
SWI SolarWinds, Inc. 3.92%