NWHFX Mutual Fund

NWHFX Mutual Fund (Nationwide Bailard Small Cap Value Fund Class M) is managed by Nationwide with $64.8M in net assets. NWHFX expense ratio is 0.75%, holding 304 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2001-05-30.

NWHFX performance shows a YTD return of 15.92%. The 1-year return is 19.95% and the 5-year return is 9.52%. NWHFX dividend yield stands at 1.58%, paid quarterly.

NWHFX top holdings include Cbl & Associates Properties Inc (0.9%), Par Pacific Holdings Inc (0.9%), Kearny Financial Corp/Md (0.9%), Smartfinancial Inc (0.9%), Tompkins Financial Corp (0.8%). Go to all NWHFX holdings, NWHFX sectors, or NWHFX dividends.

NWHFX can be compared against other funds. Use NWHFX overlap to find shared positions, or NWHFX vs another fund for a side-by-side view. NWHFX alternatives are available via the screener, along with tax-loss harvesting opportunities.