Nationwide Geneva Small Cap Growth Fund (NWHZX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Nationwide Geneva Small Cap Growth Fund
King of Prussia, PA 19406
1000 Continental Drive, Suite 400
Nationwide Mutual Funds
610-230-2864
Management Information
,Lead Manager since June 11, 2009
William A. Priebe, CFA, Advisor, Portfolio Manager co-manages the US Small Cap and Mid Cap Growth strategies. He co-founded Geneva Capital Management in January 1987. He is a member of the Investment Strategy Group that conducts high-quality fundamental research and supports all the Geneva growth equity strategies. Prior to founding Geneva, William worked for First Wisconsin Trust Company. Mr. Priebe earned a bachelor of science degree and an MS from Northern Illinois University and an MBA from the University of Chicago. He holds the Chartered Financial Analyst designation.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Growth
Fund FamilyNationwide
Net Assets1.65B
YTD Return6.86%
Yield0.00%
Morningstar Rating★★★★★
Inception DateJun 11, 2009
Fund Operations
Last Dividend0.01
Last Cap Gain25.00
Holdings Turnover16.45%
Average for CategoryN/A
Fees & Expenses
ExpenseNWHZXCategory Average
Annual Report Expense Ratio (net)0.94%1.21%
Prospectus Net Expense Ratio0.94%N/A
Prospectus Gross Expense Ratio0.94%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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