Nationwide WCM Focused Small Cap Fund Class C
NWGQX
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- Nationwide WCM Focused Small Cap Fund Class C (NWGQX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of small-cap companies within the market capitalization range of the Russell 2000 Index; it maintains a focused portfolio of 25-40 high-conviction holdings selected through a bottom-up, fundamental approach emphasizing firms with durable competitive advantages, shareholder-friendly management, and valuations discounted to intrinsic value; up to 20% of net assets may be allocated to foreign securities, with potential use of derivatives for investment leverage. The fund offers multiple share classes including Class A (NWGPX), Institutional Service (NWGSX), and Class R6, each with varying expense ratios and minimum investments, and is subadvised by WCM Investment Management, LLC, an independent firm majority-owned by its employees with $114.2 billion in assets under management as of June 30, 2025. WCM, founded in 1976 and headquartered in Laguna Beach, California, applies a private equity-style due diligence process, conducting on-the-ground analysis and building relationships with company leadership to identify businesses featuring at least two barriers to entry such as economies of scale, customer captivity, technological advantages, or patents; the portfolio targets the small blend segment across style boxes in the U.S. small-cap universe, with a high-quality bias aimed at downside protection; current portfolio managers include Jonathon Detter, CFA (since 2017), Anthony B. Glickhouse, CFA (since 2017), and Pat McGee, CFA (since 2017). The fund's oldest share class dates to March 1, 2007, with Class C shares subject to a contractual expense limitation of 0.80% (excluding 12b-1 fees) through at least February 28, 2026, reflecting Nationwide Mutual Funds' ongoing fee waiver agreement with its affiliate; it operates within the Nationwide Mutual Funds complex, targeting individual and institutional investors seeking small-cap exposure; geographic focus remains predominantly U.S.-centric, though foreign holdings introduce international diversification. Recent developments include maintenance of the expense cap extension through February 2026 to enhance cost competitiveness; WCM's assets under management growth to $114.2 billion as of mid-2025 amid sustained market presence; and continuity in the three-manager team since 2017, underscoring stable leadership without major portfolio or strategic shifts reported in the past 1-2 years.