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NWHDX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$16.08
Change
-$0.01 (-0.06%)
Net Assets
108.36M

NWHDX Nationwide Bailard Cogntv Val A Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not identical, to the market capitalization range of those companies found in the Russell 2000® Value Index. It may invest up to 25% of the fund's net assets in common stocks of micro-cap companies whose market capitalization, measured at the time of purchase, is $300 million or less. There is no minimum market capitalization limit for the companies in which the fund may invest.

Market Cap

The average market capitalization across the Nationwide Bailard Cogntv Val A MF is 4.69B. The market cap for tickers in the group ranges from 1.62B to 11.53B. FHN holds the highest valuation in this group at 11.53B. The lowest valued company is UNIT at 1.62B.

Volume

The average weekly volume growth across all stocks in the Nationwide Bailard Cogntv Val A MF was -2%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 100
Price Growth Rating: 49
SMR Rating: 100
Profit Risk Rating: 45
Seasonality Score: -51 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Nationwide Mutual Funds1000 Continental Drive, Suite 400King of Prussia,
Phone
610-230-2864
Web
www.nationwide.com/mutualfunds
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NWHDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NWHDX has been closely correlated with ASVRX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if NWHDX jumps, then ASVRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NWHDX
1D Price
Change %
NWHDX100%
N/A
ASVRX - NWHDX
97%
Closely correlated
N/A
VSCAX - NWHDX
85%
Closely correlated
N/A
SSGSX - NWHDX
83%
Closely correlated
N/A
VISVX - NWHDX
72%
Closely correlated
N/A
VSIIX - NWHDX
72%
Closely correlated
N/A
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