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Nationwide Geneva Mid Cap Growth Fund (NWHVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.43+0.12 (+0.97%)
As of 08:05AM EDT. Market open.

Nationwide Geneva Mid Cap Growth Fund

King of Prussia, PA 19406

1000 Continental Drive, Suite 400

Nationwide Mutual Funds

610-230-2864
Management information
,Lead manager since 3 January 1999
William A. Priebe, CFA, Advisor, Portfolio Manager co-manages the US Small Cap and Mid Cap Growth strategies. He co-founded Geneva Capital Management in January 1987. He is a member of the Investment Strategy Group that conducts high-quality fundamental research and supports all the Geneva growth equity strategies. Prior to founding Geneva, William worked for First Wisconsin Trust Company. Mr. Priebe earned a bachelor of science degree and an MS from Northern Illinois University and an MBA from the University of Chicago. He holds the Chartered Financial Analyst designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyNationwide
Net assets222.88M
YTD return1.33%
Yield0.00%
Morningstar rating★★★
Inception date3 Jan 1999

Fund operations

Last dividendN/A
Last cap gain67.00
Holdings turnover20.02%
Average for categoryN/A

Fees and expenses

ExpenseNWHVXCategory average
Annual report expense ratio (net)1.11%1.09%
Prospectus net expense ratio1.11%N/A
Prospectus gross expense ratio1.11%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A