Nationwide WCM Focused Small Cap Fund Class A
NWGPX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Nationwide Plaza Columbus OH United States of America 43215
- IPO Date
- Sep 16, 2013
- CIK
- 0001048702
- Website
- nationwide.com
- Similar Companies
- Business
- Nationwide WCM Focused Small Cap Fund Class A (NWGPX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of U.S. small-cap companies within the Russell 2000 universe, with a portfolio typically comprising 25 to 40 high-conviction holdings selected for their durable competitive advantages, stakeholder-friendly management, and trading discounts to intrinsic value. The fund employs a bottom-up, fundamental investment approach akin to private equity, emphasizing companies exhibiting at least two barriers to entry such as economies of scale, customer captivity, technological advantages, or regulatory protections like patents; it maintains a high-quality bias through rigorous on-the-ground due diligence to mitigate downside risk. Managed by WCM Investment Management, LLC (subadviser), the fund features a blend style targeting small-cap stocks with improving earnings growth potential and attractive valuations, benchmarked against the Russell 2000 Index. The fund offers multiple share classes including Class A (with a 5.75% front-end load and 1.16% net expense ratio), Institutional Service, R6, and others, distributed through Nationwide Fund Advisors with a minimum initial investment of $2,000 for Class A shares. Portfolio managers include Jonathon Detter, CFA (since 2017), Anthony B. Glickhouse, CFA (since 2017), and Pat McGee, CFA (since 2017), who apply WCM's proprietary process across U.S. small-cap equity segments. As of mid-2025, the fund's total net assets stood at approximately $176 million, with operations focused on U.S. investors including individuals, institutions, and retirement plans. WCM Investment Management, LLC, founded in 1976 and headquartered in Laguna Beach, California, serves as the subadviser with approximately $114.2 billion in assets under management as of June 30, 2025; the firm is majority employee-owned and specializes in growth-oriented equity strategies across global markets. In recent years, WCM expanded its capabilities through the 2023 acquisition of Martin Capital to enhance U.S. dividend-growth investing expertise and maintains a strategic partnership with Natixis Investment Managers following the sale of a 24.9% stake, enabling global distribution while preserving operational independence. Additionally, in October 2024, WCM completed reorganizations of certain affiliated funds—including the WCM Focused Global Growth Fund, WCM Developing World Equity Fund, and WCM International Equity Fund—into new series under First Trust Advisors, streamlining its product offerings without direct impact on NWGPX. The firm continues elevated portfolio activity into 2025, adjusting holdings amid market volatility post key economic events.