$21.73—Stale · unknown old
NASDAQ • Last print unknown ago
$21.73—Stale · unknown old
The Nationwide WCM Focused Small Cap Fund Class A (NWGPX) is an actively managed mutual fund that invests primarily in small-cap U.S. equities with a focus on long-term capital appreciation. The fund seeks to leverage the expertise of WCM Investment Management, which employs a growth-oriented investment strategy targeting companies with strong competitive positions and sustainable growth prospects.
The fund generates revenue primarily through management fees charged on the assets it manages. Given its focus on small-cap stocks, the fund benefits from a differentiated investment strategy that targets high-growth potential companies. This focus allows it to capitalize on market inefficiencies often present in smaller companies, providing a competitive advantage.
Changes in AUM driven by investor sentiment towards small-cap equities
Performance relative to benchmark indices such as the Russell 2000
Market volatility impacting small-cap stock valuations
Regulatory changes affecting asset management fees
Regulatory changes impacting asset management fees and operations
Technological disruption in investment management processes
Increased competition from low-cost index funds and ETFs
Market share loss to larger asset managers with more resources
Liquidity risk associated with potential redemption pressures during market downturns
Limited financial leverage as a mutual fund, but reliance on market performance
high - Small-cap stocks are typically more sensitive to the economic cycle as they rely heavily on domestic consumer spending and industrial activity.
Rising interest rates can increase financing costs for small-cap companies, potentially dampening growth and affecting valuations. However, higher rates can also indicate a strengthening economy, which may benefit small-cap stocks.
minimal - The fund is not directly dependent on credit markets, but broader credit conditions can influence small-cap stock performance.
growth - Investors seeking exposure to high-growth potential small-cap equities.
moderate - Small-cap funds typically exhibit higher volatility compared to large-cap funds, influenced by market conditions.