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

Category SmallValue
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 3.91B. The market cap for tickers in the group ranges from 1.41B to 8.55B. FHN holds the highest valuation in this group at 8.55B. The lowest valued company is UNIT at 1.41B.

Volume

The average weekly volume growth across all stocks in the Nationwide Bailard Cogntv Val A MF was 172%. For the same stocks of the MF, the average monthly volume growth was 337% and the average quarterly volume growth was 277%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 46
Price Growth Rating: 47
SMR Rating: 26
Profit Risk Rating: 52
Seasonality Score: 22 (-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 VSIAX. 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 VSIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NWHDX
1D Price
Change %
NWHDX100%
-1.28%
VSIAX - NWHDX
97%
Closely correlated
-0.85%
VISVX - NWHDX
77%
Closely correlated
-0.85%
VSIIX - NWHDX
77%
Closely correlated
-0.87%
DFFVX - NWHDX
76%
Closely correlated
-1.31%
DFSVX - NWHDX
76%
Closely correlated
-1.36%
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