One Nationwide Plaza,
Columbus , OH, 43215
Columbus , OH, 43215
Summary
The fund seeks primarily capital appreciation in the long term and secondarily current income by investing in small-size companies in the United States.
The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in companies that are esti More
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Directors
Jan 11, 2023- Phyllis Kay Dryden
- David E. Wezdenko
- Keith F. Karlawish
- Lorn C. Davis
- M. Diane Koken
- Barbara I. Jacobs
- Paula H.J. Cholmondeley
- Carol A. Kosel
- Douglas F. Kridler
Chief Compliance Officer
- Kevin Grether
Price
- 52-Week High/Low
- $12.95 - $9.23
- Turnover
- 36%
- Expense Ratio
- 2.07%
Company Name |
Holding |
| Home BancShares, Inc. | 2.56 % |
| United Bankshares, Inc. | 2.53 % |
| Timken Co. (The) | 2.27 % |
| Pacific Premier Bancorp, Inc. | 2.25 % |
| Hess Midstream LP | 2.22 % |
| Umpqua Holdings Corp. | 2.19 % |
| EVERTEC, Inc. | 2.15 % |
| FNB Corp. | 2.12 % |
| Brink's Co. (The) | 2.1 % |
| Popular, Inc. | 2.08 % |
| More | 2.08 % |
Performance
YTD
-
3 Year
-15.24%
5 Year
-22.32%
Best
40.61%
2013
Worst
-33.16%
2008
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | - | -7.6% | -4.2% | 16.8% | -39.4% | 11.7% | -2.7% | -0.5% | 2.1% |
| Q2 | - | - | - | -11.7% | 6.7% | 25.8% | -1.1% | 8.1% | -0.9% | 0.8% |
| Q3 | - | - | - | -7.8% | -8.7% | 3.6% | -1.1% | 0.4% | 5.1% | 7.3% |
| Q4 | - | - | - | -2.4% | 5.7% | 30.8% | 1.4% | -20.1% | 2% | 13.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 0% | -8% | -24% | 21% | 3% | 13% | -18% | 7% | 25% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| NWUCX | - | - | -8% | -24% | 21% | 3% | 13% | -18% | 7% | 25% |
| Russell 2000 | - | - | - | -15% | 26% | 2% | 20% | -15% | 6% | 29% |
| Alpha | - | - | -8% | -9% | -6% | 1% | -7% | -3% | 1% | -4% |