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Nationwide US Small Cap Value A (NWUAX) Fund Ranking and Research

Ranking, Research and Recommendation of Nationwide US Small Cap Value A (NWUAX) Fund

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Graph of Nationwide US Small Cap Value A Fund (NWUAX) ManagerFund Manager - Joel P. Schneider

Fund Manager Information

Fund Manager Tenure: 3.3 years
Similar Funds: NWUCX  NWUIX  NWUSX 
Fund Family: Nationwide
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

 

Graph of Nationwide US Small Cap Value A Fund (NWUAX) ProfileNationwide US Small Cap Value A Fund (NWUAX) Profile

Fund Profile and Description

Nationwide US Small Cap Value A Fund seeks long-term capital growth. Nationwide US Small Cap Value A Fund ordinarily invests at least 80% of assets in common stocks of U.S. small-cap companies. It typically maintains an average portfolio market capitalization that is within the range of companies included in the Russell 2000 Value index. Nationwide US Small Cap Value A Fund may also invest in derivatives, such as futures contracts and options on futures contracts.

 

Nationwide US Small Cap Value A (NWUAX) Fund Strength What we like about Nationwide US Small Cap Value A (NWUAX) Fund

Data for Nationwide US Small Cap Value A Fund (NWUAX) as of May 30, 2016

  • Nationwide US Small Cap Value A Fund (NWUAX) management has been with Nationwide US Small Cap Value A Fund for 3.3 years
  • Nationwide US Small Cap Value A Fund (NWUAX) has good Long-term performance (5-year return 8.02% vs 7.71% Small Value category median performance)
  • Asset base in Nationwide US Small Cap Value A Fund (NWUAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Nationwide US Small Cap Value A Fund (NWUAX) has an annual stock turnover rate of 26.93% vs Small Value average of 58.14%. It is good that Nationwide US Small Cap Value A management does not trade extensively for its return.

Nationwide US Small Cap Value A Fund (NWUAX) Weakness What we are cautious about Nationwide US Small Cap Value A (NWUAX) Fund

Data for Nationwide US Small Cap Value A Fund (NWUAX) as of May 30, 2016

  • Nationwide US Small Cap Value A Fund (NWUAX) has a less-than-ideal short-term performance (1-year return -5.15% vs -3.44% Small Value category median performance)
  • Nationwide US Small Cap Value A Fund (NWUAX) has a less-than-ideal mid-term performance (3-year return 6.09% vs 6.26% Small Value category median performance)
  • Nationwide US Small Cap Value A Fund (NWUAX) ratio of up-years vs down years can be improved
  • Nationwide US Small Cap Value A Fund (NWUAX) has a Morningstar rating of 3 and below
  • Nationwide US Small Cap Value A Fund (NWUAX) does not have a good risk adjusted return as its 3-year Alpha of -5.09 is worse than category average of -3.94, and its 3-year Sharpe ratio is 0.47
  • Nationwide US Small Cap Value A Fund (NWUAX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.6 that is higher than category average of 14.31
  • Nationwide US Small Cap Value A Fund (NWUAX) has a higher expense ratio of 1.46% than its Small Value average of 1.33%
  • Nationwide US Small Cap Value A Fund (NWUAX) carries a 5.75% load
See Nationwide US Small Cap Value A Fund (NWUAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Nationwide US Small Cap Value A Fund (NWUAX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Nationwide US Small Cap Value A4.65-5.156.098.02
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Nationwide US Small Cap Value A Fund (NWUAX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Nationwide US Small Cap Value A Fund (NWUAX) Net Asset TrackingNationwide US Small Cap Value A (NWUAX) Fund Net Asset

Track net asset change of Nationwide US Small Cap Value A fund (NWUAX)

DateNet Asset
05/2016$151.12M
03/2016$148.93M
02/2016$137.92M
More historic net asset information on Nationwide US Small Cap Value A Fund (NWUAX)

  

Graph of Nationwide US Small Cap Value A Fund (NWUAX) Portfolio TrackingNationwide US Small Cap Value A (NWUAX) Fund Portfolio Allocation

Track portfolio allocation change of Nationwide US Small Cap Value A fund (NWUAX)

DateCashStockBondOther
04/20160.35%99.62%0%0.02%
03/20160.32%99.64%0%0.02%
01/20161.08%92.3%0%6.6%
Click here to see more historic asset allocation information on Nationwide US Small Cap Value A Fund (NWUAX)

 

graph of Nationwide US Small Cap Value A Fund (NWUAX) Top 10 Position TrackingTop 10 Holdings in Nationwide US Small Cap Value A (NWUAX) Fund

Discover what Nationwide US Small Cap Value A Fund (NWUAX) manager is buying

Apr 29, 2016
Waste Connections, Inc. Common [0.76%]
Albemarle Corporation Common St [0.7%]
Ingredion Incorporated Common S [0.69%]
Assurant, Inc. Common Stock [0.66%]
PulteGroup, Inc. Common Stock [0.64%]
Frontier Communications Corpora [0.61%]
Steel Dynamics, Inc. [0.58%]
Helmerich & Payne, Inc. Common [0.56%]
Reinsurance Group of America, I [0.56%]
Arrow Electronics, Inc. Common [0.55%]

Mar 30, 2016
Waste Connections, Inc. Common [0.74%]
Albemarle Corporation Common St [0.69%]
First Solar, Inc. [0.66%]
PulteGroup, Inc. Common Stock [0.66%]
Ingredion Incorporated Common S [0.65%]
Frontier Communications Corpora [0.62%]
Assurant, Inc. Common Stock [0.61%]
RenaissanceRe Holdings Ltd. Com [0.6%]
Arrow Electronics, Inc. Common [0.58%]
Reinsurance Group of America, I [0.57%]

Jan 30, 2016
Waste Connections, Inc. Common [0.76%]
First Solar, Inc. [0.74%]
Assurant, Inc. Common Stock [0.72%]
Ingredion Incorporated Common S [0.69%]
PartnerRe Ltd. Common Stock [0.68%]
PulteGroup, Inc. Common Stock [0.66%]
RenaissanceRe Holdings Ltd. Com [0.63%]
Albemarle Corporation Common St [0.63%]
American Financial Group, Inc. [0.63%]
Owens Corning Inc Common Stock [0.57%]
Click here for Stock Holding Change Map in Nationwide US Small Cap Value A Fund (NWUAX)

  

Latest News on Nationwide US Small Cap Value A (NWUAX) Fund

See what is happening with Nationwide US Small Cap Value A Fund (NWUAX)

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Nationwide US Small Cap Value A Fund (NWUAX) Related ResourcesSee more information on Nationwide US Small Cap Value A (NWUAX) Fund

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