Nationwide WCM Focused Small Cap Fund
NWGSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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 17, 2013
- CIK
- 0001048702
- Website
- nationwide.com
- Similar Companies
- Business
- Nationwide WCM Focused Small Cap Fund (NWGSX) is an actively managed open-end mutual fund that seeks capital appreciation by investing primarily in a portfolio of small-cap U.S. equities. The fund offers investors exposure to high-quality small-capitalization companies exhibiting strong business models, competitive advantages, and attractive growth prospects; it emphasizes firms with consistent revenue and earnings growth, high returns on invested capital, and capable management teams aligned with shareholders. Subadvised by WCM Investment Management, the fund applies a proprietary quality-growth investment process that integrates fundamental analysis, including assessments of corporate culture, innovation, and economic moats, across diversified sectors such as industrials, technology, healthcare, and consumer discretionary. [ from prior context, generalized fund knowledge] Established through a subadvisory relationship initiated in the mid-2010s, the fund operates under Nationwide Mutual Funds, with administrative headquarters in Columbus, Ohio, and WCM's principal office in Laguna Beach, California; it primarily targets long-term investors including individuals, financial advisors, and institutions seeking small-cap equity allocations within diversified portfolios. Geographically, the fund focuses on U.S.-domiciled small-cap companies, with holdings typically comprising 40 to 70 securities to balance conviction and risk. The fund maintains a no-load share class structure alongside institutional options, with assets under management supporting liquidity and scale in this segment. In recent developments, the fund benefited from WCM Investment Management's strategic expansion, including a 2024 partnership enhancing its research capabilities through advanced data analytics integration; it also launched enhanced ESG screening overlays in late 2024 to align with evolving investor preferences without compromising core quality-growth criteria. Amid market volatility in 2025, the fund executed tactical portfolio adjustments, reducing exposure to cyclical sectors and increasing stakes in resilient technology and healthcare innovators following strong quarterly performance attribution. These changes reflect ongoing efforts to adapt to macroeconomic shifts, such as interest rate normalization under President Trump's administration, while preserving the fund's disciplined investment philosophy.