One Nationwide Plaza,
Columbus , OH, 43215
Columbus , OH, 43215
Summary
The fund seeks capital appreciation in the long term by investing in companies in the United States.
The sub-adviser’s investment process is designed to highlight established companies in the technology and science sectors, including in the semiconductor, semiconductor equipment, hardware, software, information technology services, communications equipment, social media, biotechnology and interactive media sectors.
Ne More
Link
Directors
Jan 10, 2024- Lorn C. Davis
- David E. Wezdenko
- Douglas F. Kridler
- Barbara I. Jacobs
- Keith F. Karlawish
- Charlotte Tiedemann Petersen
- Kristina Junco Bradshaw
- M. Diane Koken
- Carol A. Kosel
Chief Compliance Officer
- Kevin Grether
Fund Manager(s)
- Sonya Thadhani Mughal
- David Smith
Price
- 52-Week High/Low
- $30.93 - $21.5
- Turnover
- 20%
- Expense Ratio
- 1.23%
Company Name |
Holding |
| NVIDIA Corp. | 10.74 % |
| Microsoft Corp. | 9.55 % |
| Meta Platforms, Inc. | 5.33 % |
| KLA Corp. | 5.14 % |
| Amazon.com, Inc. | 4.09 % |
| Apple, Inc. | 3.63 % |
| Lam Research Corp. | 3.49 % |
| Insight Enterprises, Inc. | 3.33 % |
| Palo Alto Networks, Inc. | 3.18 % |
| Taiwan Semiconductor Manufacturing Co. Ltd. | 3.16 % |
| More | 3.16 % |
Advisor
Documents
Performance
YTD
16.9%
3 Year
-12.79%
5 Year
41.42%
Best
52%
2023
Worst
-44.37%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 15.5% | 21.4% | -13.9% | 2.8% | -13.1% | 18.6% | 5.6% | 12.3% | -1.6% | 2.5% |
| Q2 | 0.7% | 15.8% | -23.2% | 10.1% | 34.8% | 3.1% | 9.1% | 4.8% | -0.3% | 0.2% |
| Q3 | - | -3.2% | -6.7% | -18.1% | -2.5% | -3.2% | 5.5% | 10.1% | 12.2% | -4.2% |
| Q4 | - | 10.7% | -9.8% | 6.9% | 17.2% | 5.4% | -18.9% | 6% | 0.6% | 7.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.5% | 8.7% | 1.7% | 1.2% | - | - | - | - | - | - | - | - |
| 2023 | 11.2% | 0.3% | 8.8% | -1.1% | 9.7% | 6.7% | 5.3% | -2.6% | -5.7% | -1.7% | 14.8% | -1% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 17% | 52% | -44% | -1% | 34% | 28% | -4% | 38% | 11% | 6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| NWHOX | 17% | 52% | -44% | -1% | 34% | 28% | -4% | 38% | 11% | 6% |
| S&P 500 | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% | -1% |
| Alpha | 17% | 52% | -23% | -28% | 18% | -1% | 3% | 18% | 1% | 6% |