Nationwide Small Company Growth Fund Class A (NWSAX) Research

The fund's primary objective is to generate substantial capital appreciation over the long term, with current income being a subordinate consideration in its portfolio selections. It habitually allocates a minimum of 80% of its net assets to the common shares of small-capitalization companies. Adopting a "growth" investment methodology, the fund's subadviser focuses on identifying businesses projected to achieve sustained, above-average earnings growth. This strategy involves the subadviser meticulously selecting promising small enterprises at an early phase of their operational existence, anticipating their eventual transformation into prominent, large-scale corporations.

Market snapshot

Symbol
NWSAX
Price
$8.40
Day change
0.00%
Market cap
$93.1M
52-week range
8.4-14.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AMG GW&K Small Cap Value Fund II - Class I (ACRTX)
  • AMG GW&K Small Cap Value Fund II - Class N (ASCTX)
  • Soundwatch Hedged Equity Fund - Institutional Class (BHHEX)
  • Eaton Vance New York Municipal Income Trust (EVY)
  • Wells Fargo Intrinsic World Equity Fund - Class Inst (EWENX)
  • Tributary Growth Opportunities Fd Instl (FOGRX)
  • EA Series Trust - Matrix Advisors Value ETF (MAVFX)
  • Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD)

Open Nationwide Small Company Growth Fund Class A (NWSAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.