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NWKEX Nationwide WCM Focused Sm Cp R6 Forecast, Technical & Fundamental Analysis

Category SmallBlend
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.

Market Cap

The average market capitalization across the Nationwide WCM Focused Sm Cp R6 MF is 4.6B. The market cap for tickers in the group ranges from 1.68B to 9.72B. APG holds the highest valuation in this group at 9.72B. The lowest valued company is ADUS at 1.68B.

Volume

The average weekly volume growth across all stocks in the Nationwide WCM Focused Sm Cp R6 MF was -19%. For the same stocks of the MF, the average monthly volume growth was 29% and the average quarterly volume growth was 57%

Fundamental Analysis Ratings

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

Valuation Rating: 81
P/E Growth Rating: 56
Price Growth Rating: 52
SMR Rating: 68
Profit Risk Rating: 41
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, NWKEX has been closely correlated with VSCPX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if NWKEX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NWKEX
1D Price
Change %
NWKEX100%
-1.36%
VSCPX - NWKEX
95%
Closely correlated
-1.07%
FSSNX - NWKEX
94%
Closely correlated
-1.40%
FTHFX - NWKEX
92%
Closely correlated
-0.98%
VSMAX - NWKEX
78%
Closely correlated
-1.06%
NAESX - NWKEX
78%
Closely correlated
-1.06%
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