Nationwide Highmark is trading at 28.54 as of the 19th of July 2025; that is 1.14% down since the beginning of the trading day. The fund's open price was 28.87. Nationwide Highmark has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80 percent of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000 Index. More on Nationwide Highmark Small
Nationwide Highmark Small [NWKEX] is traded in USA and was established 19th of July 2025. Nationwide Highmark is listed under Nationwide category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Nationwide family. This fund now has accumulated 83.37 M in assets with minimum initial investment of 1000 K. Nationwide Highmark Small is currently producing year-to-date (YTD) return of 0.61% with the current yeild of 0.01%, while the total return for the last 3 years was 7.02%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nationwide Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nationwide Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nationwide Highmark Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nationwide Highmark Small Mutual Fund Constituents
Other Information on Investing in Nationwide Mutual Fund
Nationwide Highmark financial ratios help investors to determine whether Nationwide Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nationwide with respect to the benefits of owning Nationwide Highmark security.