Nationwide WCM Focused Sm Cp R6 (NWKEX)
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Nationwide WCM Focused Sm Cp R6
King of Prussia, PA 19406
1000 Continental Drive, Suite 400
Nationwide Mutual Funds
610-230-2864
Management Information
Patrick F. McGee,Lead Manager since November 12, 2017
Pat joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2010, Pat’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Pat held the Associate Analyst position at Avondale Partners LLC, where he assisted in research. Earlier still, he worked as a senior consultant at Ernst & Young LLP, where he established the Los Angeles office’s Fraud Investigation and Dispute Services practice. Pat earned his B.B.A. in Finance and Public Policy from the College of William & Mary (Virginia), and his M.B.A. from the University of Virginia. He is also a CFA® charterholder.
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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 Blend
Fund FamilyNationwide
Net Assets253.48M
YTD Return5.54%
Yield0.60%
Morningstar Rating★★★★
Inception DateFeb 28, 2007
Fund Operations
Last Dividend0.20
Last Cap Gain7.00
Holdings Turnover19.48%
Average for CategoryN/A
Fees & Expenses
ExpenseNWKEXCategory Average
Annual Report Expense Ratio (net)0.88%1.03%
Prospectus Net Expense Ratio0.88%N/A
Prospectus Gross Expense Ratio0.95%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.19%
Max Deferred Sales LoadN/A1.22%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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