Mutual Funds - Profile

Nationwide Geneva Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.

The sub-advisor’s investment process is underpinned by the belief that investing in proven, high-quality companies leads to superior returns with below-average risk over a market cycle.

The investment process starts with a list of companies in the benchmark and with the help of fundamental analysis and quantitative research identifies companies with low debt to capital ratio, consistent earnings stream, high above-average margins, and high return on equity and return on asset ratios.

Next, the team narrows More

Price

  • Last Close
  • $21.3
    +0.51
  • 52 Week HL
  • $24.1 - $18.4
  • Net Assets
  • $538 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Intuit Inc 3.22
EPAM Systems 3.18
Keysight Technologies 3.09
Pool Corporation 3.03
Copart Inc 3.01
Company Holding
Global Payments 2.91
CoStar Group 2.88
Tyler Technologies 2.84
ANSYS Inc 2.81
IDEXX Laboratories 2.79
Total 29.76%

Manager

  • Name
  • William A. Priebe
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-12.7 % YTD

  • 3 Year
  • 5.96%
  • 5 Year
  • 32.38%
  • Best
  • 24.16%
    2020
  • Worst
  • -12.68%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
NWHYX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -9.5% 2.2% -19.4% 16.3% 4.3% 6.4% -0.4% 5.2% -1.1% - -
Q2 - 9.6% 24.9% 5% 6% 6.9% 2.9% 1.7% -0.1% -100% -
Q3 - 7.8% 9.1% -1.8% 6.3% 2% 0.4% -5% -1% -0.1% -
Q4 - -18.9% 13% -9.8% -15.3% 6% -0.4% 1.7% 7.2% 6.8% -

Returns +
M

J F M A M J J A S O N D
2022 -12.7% - - - - - - - - - - -
2021 -2.5% 4.4% 0.4% 7.1% -1.9% 4.4% 5.1% 1.9% 0.7% 2.5% -2.4% -22.4%

Annual
Return

Index Comparison

Alpha

NAV