Nationwide WCM Focused Small Cap Fund Class R6 (NWKEX) Research

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.

Market snapshot

Symbol
NWKEX
Price
$24.61
Day change
+1.53%
Market cap
$154.7M
52-week range
20.88-31.15
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Meeder Moderate Allocation Retail (FLDOX)
  • Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX)
  • Nationwide WCM Focused Small Cap Fund Class A (NWGPX)
  • OCM Gold Atlas (OCMAX)
  • Royce Micro Cap Fund Financial Intermediary Class (RMCFX)
  • Hartford Schroders US Small Cap Opportunities Fund (SCUIX)
  • Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX)
  • Tweedy, Browne International Value Fund II - Currency Unhedged (TBCUX)

Open Nationwide WCM Focused Small Cap Fund Class R6 (NWKEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.