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NWHGX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
89.74M

NWHGX Nationwide Bailard Cogntv Val R6 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 R6 MF is 3.62B. The market cap for tickers in the group ranges from 1.28B to 10.17B. EME holds the highest valuation in this group at 10.17B. The lowest valued company is HTLF at 1.28B.

Volume

The average weekly volume growth across all stocks in the Nationwide Bailard Cogntv Val R6 MF was -13%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 2%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 58
Price Growth Rating: 51
SMR Rating: 50
Profit Risk Rating: 62
Seasonality Score: -13 (-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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NWHGX and

Correlation & Price change

A.I.dvisor indicates that over the last year, NWHGX has been closely correlated with WCMFX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if NWHGX jumps, then WCMFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NWHGX
1D Price
Change %
NWHGX100%
-0.64%
WCMFX - NWHGX
83%
Closely correlated
-0.18%
WCMJX - NWHGX
82%
Closely correlated
-0.18%
DFFVX - NWHGX
78%
Closely correlated
-0.66%
DFSVX - NWHGX
77%
Closely correlated
-0.66%
VSIIX - NWHGX
76%
Closely correlated
-0.48%
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