Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.12: the stock has moved about 12% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerNationwide Geneva Small Cap Growth Fund Class A (NWHZX) trades at $73.66. Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) aims for long-term capital appreciation by investing in small-cap companies with strong growth characteristics. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for NWHZX: NWHZX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) Financial Services Profile
Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) seeks long-term capital appreciation by investing in small-cap companies with strong growth characteristics, such as leadership positions and earnings potential, within the broader asset management sector, offering investors exposure to high-growth opportunities.
What Is the Investment Thesis for NWHZX?
The fund's strategy of targeting companies with strong growth characteristics, such as industry leadership and sustainable advantages, positions it to potentially outperform broader market indices. A key value driver is the fund's focus on companies with experienced management teams, which can be a critical factor in navigating the challenges of the small-cap market. The fund's emphasis on earnings growth potential is also a significant catalyst, as companies that can consistently deliver strong earnings growth are likely to attract investor interest and drive capital appreciation. Potential risks include the inherent volatility of the small-cap market and the possibility that the fund's investment strategy may not consistently identify successful companies. As of 2026, the fund's performance will depend on its ability to navigate these risks and capitalize on the growth opportunities within the small-cap market.
Based on FMP financials and quantitative analysis
NWHZX Key Highlights
Market Cap of $1.23B indicates the fund's significant presence in the small-cap investment landscape.
- Beta of 1.12 suggests the fund is slightly more volatile than the overall market.
- The fund has a policy of investing at least 80% of its net assets in small-cap companies.
- The fund focuses on companies with strong growth characteristics, such as leadership positions and earnings potential.
- The fund does not distribute dividends, reinvesting all earnings to maximize capital appreciation.
Who Are NWHZX's Competitors?
NWHZX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CIPNX Champlain Small Company Fund Institutional Class | $19.54 | +0.83% | $1.53B | — |
| CLCRX Columbia Select Large Cap Equity Fund Institutional 2 Class | $26.72 | +0.64% | $1.46B | — |
| DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund Class I | $50.44 | +0.70% | $1.31B | — |
| EKBAX Allspring Diversified Capital Builder Fund Class A | $19.18 | +0.89% | $2.57B | — |
| EKBDX Allspring Diversified Capital Builder Fund Administrator Class | $15.27 | -0.20% | $1.64B | — |
| BLK BlackRock, Inc. | $1127.66 | +0.84% | $175B | 49 5-pillar |
| BX Blackstone Inc. | $119.06 | +0.92% | $137B | 59 5-pillar |
| BAM Brookfield Asset Management | $47.04 | +0.02% | $75.1B | 75 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are NWHZX's Key Strengths?
Focus on small-cap companies with high growth potential.
- Disciplined investment process and experienced management team.
- Established brand recognition through Nationwide.
- Seeks companies with strong leadership and sustainable advantages.
What Are NWHZX's Weaknesses?
Vulnerability to market volatility in the small-cap segment.
- Dependence on the expertise of the subadviser.
- Potential for underperformance compared to benchmark indices.
- Lack of dividend income may deter some investors.
What Are the Key Risks for NWHZX?
Market volatility and economic downturns impacting small-cap company performance.
- Underperformance compared to benchmark indices.
- Changes in investor sentiment and market conditions.
- Competition from other asset management firms.
- Regulatory changes impacting the asset management industry.
What Are NWHZX's Competitive Advantages?
- Established track record in small-cap growth investing.
- Experienced management team with expertise in identifying high-growth companies.
- Disciplined investment process focused on fundamental analysis.
- Brand recognition and distribution network through Nationwide.
What Does NWHZX Do?
Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) is a mutual fund focused on achieving long-term capital appreciation. The fund operates by investing primarily in the common stocks of publicly traded small-cap companies. The fund's investment strategy emphasizes identifying companies that exhibit strong growth characteristics, including a leadership position within their respective industries, a sustainable competitive advantage, significant earnings growth potential, and experienced management teams. The fund adheres to a policy of investing at least 80% of its net assets in small-cap companies, aligning its portfolio with this specific market segment. By concentrating on small-cap companies, NWHZX aims to capture the higher growth potential often associated with smaller, emerging businesses. The fund's success is tied to its ability to accurately identify and invest in small-cap companies that can deliver substantial capital appreciation over the long term. The fund is managed with a disciplined approach, focusing on fundamental analysis and a long-term investment horizon to navigate the inherent volatility of the small-cap market.
What Products and Services Does NWHZX Offer?
- Invests in common stocks of publicly traded companies.
- Focuses on small-cap companies.
- Targets companies with strong growth characteristics.
- Seeks long-term capital appreciation.
- Emphasizes leadership position in relevant industry.
- Looks for sustainable advantages in companies.
- Prioritizes companies with strong earnings growth potential.
- Considers the experience of the management team.
How Does NWHZX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM through investment performance and investor inflows.
- Incurs expenses related to research, operations, and marketing.
- Reinvests earnings to maximize capital appreciation for investors.
What Industry Does NWHZX Operate In?
Nationwide Geneva Small Cap Growth Fund Class A operates within the asset management industry, which is characterized by intense competition and evolving market trends. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. Small-cap growth funds, like NWHZX, compete with other funds targeting similar investment objectives. The competitive landscape includes firms like CIPNX, CLCRX, DSPIX, EKBAX, and EKBDX. The fund's success depends on its ability to differentiate itself through superior stock selection and risk management within the broader asset management industry.
Who Are NWHZX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for exposure to small-cap growth stocks.
- Financial advisors seeking investment options for their clients.
- Retirement plans and other investment vehicles.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
NWHZX Financials
Bull Case vs Bear Case
Bull Case
- Focus on small-cap companies with high growth potential.
- Disciplined investment process and experienced management team.
- Established brand recognition through Nationwide.
- Seeks companies with strong leadership and sustainable advantages.
Bear Case
- Vulnerability to market volatility in the small-cap segment.
- Dependence on the expertise of the subadviser.
- Potential for underperformance compared to benchmark indices.
- Lack of dividend income may deter some investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
NWHZX Latest News
No recent news available for NWHZX.
NWHZX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for NWHZX.
Price Targets
Wall Street price target analysis for NWHZX.
NWHZX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for NWHZX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) — Financials
What are the main risks for NWHZX?
The main risks for Nationwide Geneva Small Cap Growth Fund Class A (NWHZX) include market volatility, particularly within the small-cap segment, which can lead to significant fluctuations in the fund's value.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.