NWHFX Mutual Fund

NWHFX Mutual Fund (Nationwide Bailard Small Cap Value Fund Class M) is managed by Nationwide with $64.8M in net assets. NWHFX expense ratio is 0.75%, holding 294 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2001-05-30.

NWHFX performance shows a YTD return of 18.50%. The 1-year return is 23.98% and the 5-year return is 8.25%. NWHFX dividend yield stands at 1.55%, paid quarterly.

NWHFX top holdings include Proto Labs Inc (1.0%), Par Pacific Holdings Inc (0.9%), Cbl (0.9%), Dorian Lpg Ltd (0.9%), Kearny Financial Corp/Md (0.9%). Go to all NWHFX holdings, NWHFX sectors, or NWHFX dividends.

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