One Nationwide Plaza,
Columbus , OH, 43215
Columbus , OH, 43215
Summary
The fund seeks capital appreciation in the long-term by investing in mid-size companies in the United States.
The sub-advisor’s investment process is underpinned by the belief that investing in proven, high-quality companies leads to superior returns with below-average risk over a market cycle.
The investment process starts with a list of companies in the benchmark and with the help of fundamental analysis and quantit 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)
- William Priebe
- José Muñoz
Price
- 52-Week High/Low
- $14.28 - $11.69
- Turnover
- 11%
- Expense Ratio
- 1.11%
Company Name |
Holding |
| CF SECURED LLC | 4.57 % |
| Axon Enterprise, Inc. | 4.4 % |
| Amphenol Corp. | 4.34 % |
| Copart, Inc. | 4.23 % |
| Gartner, Inc. | 4.15 % |
| ING FINANCIAL MARKETS LLC | 3.52 % |
| Fiserv, Inc. | 3.3 % |
| HEICO Corp. | 3.09 % |
| SANTANDER US CAPITAL MARKETS LLC | 3.08 % |
| Advanced Drainage Systems, Inc. | 2.74 % |
| More | 2.74 % |
Documents
Performance
YTD
-
3 Year
-32.19%
5 Year
-33.61%
Best
23.43%
2020
Worst
-47.69%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 7.8% | 8.1% | -16.9% | 2.2% | -19.4% | 16.2% | 4.3% | 6.4% | -0.5% |
| Q2 | - | -5.5% | 5.1% | -19.8% | 9.6% | 24.8% | 4.9% | 6% | 6.8% | 2.8% |
| Q3 | - | - | -4.7% | 0.6% | -25.2% | 2.7% | -0.9% | 6.2% | 1.9% | 0.3% |
| Q4 | - | - | -1.2% | -22% | 9.1% | 19.5% | -10.7% | -15.3% | 5.9% | -0.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | -1.3% | 7.1% | 2% | -6.2% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 1% | 6% | -48% | -9% | 23% | 9% | -3% | 23% | 2% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| NWHVX | - | 1% | 6% | -48% | -9% | 23% | 9% | -3% | 23% | 2% |
| Russell Midcap | - | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% |
| Alpha | - | -3% | -18% | -20% | -21% | -11% | -25% | 3% | -1% | -4% |