About NWHVX
Nationwide Geneva Mid Cap Growth Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in common stocks of U.S.-based, publicly traded mid-cap growth companies. The fund typically allocates at least 80% of its net assets to companies with market capitalizations that align with the mid-cap segment, as defined by the Russell Midcap Growth Index. Employing a blend of fundamental analysis and both bottom-up and top-down stock selection strategies, the fund seeks out businesses that demonstrate strong growth characteristics, such as industry leadership, durable competitive advantages, robust earnings growth potential, and experienced management teams.
Managed by Nationwide Fund Advisors in partnership with Geneva Capital Management, the fund maintains a diversified portfolio across various sectors, with notable concentrations in technology, industrials, and consumer cyclical industries. The portfolio's top ten holdings represent a significant percentage of assets, reflecting a high-conviction approach. Since its inception in 1999, the Nationwide Geneva Mid Cap Growth Fund Class A has served as a vehicle for investors seeking exposure to dynamic, mid-sized U.S. companies with strong growth prospects, playing a distinct role in the broader strategy of growth-oriented equity investing.
Fund Family Nationwide
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NWHVX
Share Class Class A
Index Russell MidCap Growth TR
NWHVX had a total return of -8.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.77%.
