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
- $4.55 - $2.51
- Turnover
- 11%
- Expense Ratio
- 1.87%
Company Name |
Holding |
| O'Reilly Automotive, Inc. | 4.48 % |
| Axon Enterprise, Inc. | 4.41 % |
| Copart, Inc. | 4.11 % |
| Intuit, Inc. | 3.94 % |
| Gartner, Inc. | 3.73 % |
| Amphenol Corp. | 3.65 % |
| Verisk Analytics, Inc. | 3.32 % |
| CoStar Group, Inc. | 3.07 % |
| Fiserv, Inc. | 3.03 % |
| Tyler Technologies, Inc. | 2.93 % |
| More | 2.93 % |
Documents
Performance
YTD
-
3 Year
-83.05%
5 Year
-80.89%
Best
22.22%
2017
Worst
-66.22%
2022
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 2.7% | 8% | -17.1% | 2% | -19.6% | 15.9% | 4.1% | 6.2% | -0.7% |
| Q2 | - | - | 4.7% | -19.9% | 9.4% | 24.6% | 4.7% | 5.8% | 6.7% | 2.7% |
| Q3 | - | - | -4.7% | 0.4% | -40.8% | -0.7% | -2% | 6% | 1.7% | 0.1% |
| Q4 | - | - | -34.8% | -49.3% | 9.9% | 19.4% | -17.3% | -15.5% | 5.8% | -0.6% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | -1.5% | 4.3% | - | - | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 3% | -30% | -66% | -28% | 19% | 1% | 0% | 22% | 2% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| NWHWX | - | 3% | -30% | -66% | -28% | 19% | 1% | - | 22% | 2% |
| Russell Midcap | - | 4% | 25% | -27% | 12% | 35% | 34% | -6% | 24% | 6% |
| Alpha | - | -2% | -55% | -39% | -40% | -16% | -34% | - | -2% | -5% |