NWUAX : Nationwide U.S. Small Cap Value Fund Class A

NWUAX is a US Stocks Market Small Value with HIGH fees.

NWUAX

Nationwide U.S. Small Cap Value Fund Class A

FI Score

26 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

26% FI Score
  • nwuax
  • Mutual Fund
  • US Stocks
  • Small Value

Nationwide U.S. Small Cap Value Fund Class A

Expenses: 1.33% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund is designed to capture the returns and diversification benefits associated with equity securities of a broad and diverse cross-section of small-cap companies in the United States. The subadviser uses a market capitalization-weighted approach to invest in companies that generally are smaller than the 500th largest U.S. company. It buys securities of smaller companies that the subadviser determines to be "value stocks." Securities are considered to be value stocks primarily because a company's shares have a low price in relation to their book value.

Largest Holdings

Amount Holding
0.63% BorgWarner Inc
0.60% Bunge Ltd
0.60% Knight-Swift Transportation Holdings Inc A
0.59% HollyFrontier Corp
0.57% Post Holdings Inc
0.56% Voya Financial Inc
0.56% Zions Bancorp NA
0.54% Reliance Steel & Aluminum Co
0.54% Arrow Electronics Inc
0.52% Tech Data Corp
0.49% Reinsurance Group of America Inc
0.48% New York Community Bancorp Inc
0.48% Snap-on Inc
0.48% Owens-Corning Inc
0.48% Mohawk Industries Inc
0.48% Ingredion Inc
0.47% Athene Holding Ltd Class A
0.46% Whirlpool Corp
0.45% Ashland Global Holdings Inc
0.44% Meritage Homes Corp
0.44% Westlake Chemical Corp
0.44% Huntsman Corp
0.43% News Corp A
0.43% Invesco Ltd
0.42% People's United Financial Inc

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