NWHGX Mutual Fund

NWHGX Mutual Fund (Nationwide Bailard Small Cap Value Fund Class R6) is managed by Nationwide with $11,834.11 in net assets. NWHGX expense ratio is 0.75%, holding 304 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2013-09-18.

NWHGX performance shows a YTD return of 15.93%. The 1-year return is 19.96% and the 5-year return is 9.51%. NWHGX dividend yield stands at 1.58%, paid quarterly.

NWHGX 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 NWHGX holdings, NWHGX sectors, or NWHGX dividends.

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