Nationwide Geneva Small Cap Growth Fund Class A
NWHZX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
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 Geneva Small Cap Growth Fund Class A (NWHZX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks of publicly traded small-cap growth companies demonstrating strong growth characteristics, high-quality management teams, low leverage, sustainable competitive advantages, solid earnings growth potential, above-average margins, and high return-on-equity and return-on-asset ratios; the fund employs a bottom-up fundamental analysis approach with quantitative screens and a team-based process emphasizing long-term holdings of proven industry leaders, benchmarked against the Russell 2000 Growth Index, with allocations heavily weighted toward technology (approximately 32%), industrials (26%), and healthcare (14%) sectors, and primarily U.S.-focused (91%) with minor non-U.S. exposure; share classes include A (with 5.75% front-end load and 1.20% net expense ratio), Institutional Service, R6, and others, distributed by Nationwide Fund Distributors, LLC. The fund, subadvised by Geneva Capital Management, LLC (founded 1987; headquartered in Milwaukee, WI; $6.4 billion AUM as of June 30, 2025), is managed by W. Scott Priebe (since 2009) and José Muñoz (since 2017), serving individual and institutional investors through Nationwide Mutual Funds with total net assets of approximately $1.5 billion. Effective October 30, 2017, the fund became available on a limited basis for new investments subject to prospectus exceptions; Nationwide and Nationwide Fund Advisors maintain a contractual expense cap of 1.22% (excluding 12b-1 fees) through at least February 28, 2026; Geneva Capital Management returned to majority employee ownership via a management-led buyout in partnership with Estancia Capital Management, LLC, acquiring 100% equity from prior owner Janus Henderson Group plc, enhancing its independent focus on U.S. growth equities.