3 / 5 Stars
4 2 4 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.29 percent over the past year, 13.03 percent over the past three years, and 19.64 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-5.6%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||19.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in U.S. small-cap companies. The fund may also invest up to 10% of its assets in exchange-traded funds ("ETFs").
Fees are Above Average compared to funds in the same category.
Nationwide Geneva Small Cap Growth Fund has an expense ratio of 1.62 percent.
Risk is Low compared to funds in the same category according to Morningstar.