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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+0.17% 3 years+15.04%
3 months+7.10% 5 years+18.15%
1 year+21.54% Since inception+18.12%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+18.15%+13.02%
Expense ratio1.21%1.28%
Risk 5 year sharpe ratio1.291.04
Net assets$248.6M$1.0B
Average market cap$3.3B$3.8B
Average P/E48.329.4
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyNationwide
Fund manager & tenureRobert Hall / 5 Years
Minimal initial investment$50,000.00
Minimum IRA investment--


U.S. stock95.43%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
BLKB Blackbaud Inc4.84%
CGNX Cognex Corp4.82%
NEOG Neogen Corp4.56%
PAYC Paycom Software Inc4.45%
CMD Cantel Medical Corp4.24%
MDSO Medidata Solutions Inc4.15%
VEEV Veeva Systems Inc4.03%
TYL Tyler Technologies Inc3.78%
ELLI Ellie Mae Inc3.75%