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NWKDX Nationwide Geneva Small Cap Gr Instl Svc Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in small-cap companies.

Market Cap

The average market capitalization across the Nationwide Geneva Small Cap Gr Instl Svc MF is 7.54B. The market cap for tickers in the group ranges from 3.12B to 11.89B. KNSL holds the highest valuation in this group at 11.89B. The lowest valued company is ROAD at 3.12B.

Volume

The average weekly volume growth across all stocks in the Nationwide Geneva Small Cap Gr Instl Svc MF was 13%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 95%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 49
Price Growth Rating: 45
SMR Rating: 53
Profit Risk Rating: 15
Seasonality Score: 15 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, NWKDX has been closely correlated with WCMLX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if NWKDX jumps, then WCMLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NWKDX
1D Price
Change %
NWKDX100%
N/A
WCMLX - NWKDX
87%
Closely correlated
+0.47%
WCMNX - NWKDX
87%
Closely correlated
+0.55%
VSGAX - NWKDX
79%
Closely correlated
+0.76%
VSGIX - NWKDX
79%
Closely correlated
+0.75%
VISGX - NWKDX
79%
Closely correlated
+0.76%
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