NWHDX Mutual Fund

NWHDX Mutual Fund (Nationwide Bailard Small Cap Value Fund Class A) is managed by Nationwide. NWHDX expense ratio is 1.23%, holding 304 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2006-04-03.

NWHDX performance shows a YTD return of 22.12%. The 1-year return is 37.30% and the 5-year return is 10.00%. NWHDX dividend yield stands at 9.26%, paid quarterly.

NWHDX top holdings include Treasury Repurchase Agreement (6.1%), Bought PLN Sold USD 20260415 (4.0%), Constellium Se Class A (0.9%), Sanmina Corp (0.8%), Cbl & Associates Properties Inc (0.8%). Go to all NWHDX holdings, NWHDX sectors, or NWHDX dividends.

NWHDX can be compared against other funds. Use NWHDX overlap to find shared positions, or NWHDX vs another fund for a side-by-side view. NWHDX alternatives are available via the screener, along with tax-loss harvesting opportunities.