Nationwide Growth Fund Quote
| NGISX Fund | USD 15.74 0.04 0.25% |
PerformanceVery Weak
| Odds Of DistressLow
|
Nationwide Growth is trading at 15.74 as of the 21st of March 2025; that is 0.25 percent down since the beginning of the trading day. The fund's open price was 15.78. Nationwide Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund seeks to provide investors with long-term growth of capital by outperforming the SP 500 Index over a full market cycle while maintaining a similar level of market risk as the index. Equity securities that the fund buys primarily are common stocks of companies that are included in the SP 500 Index. More on Nationwide Growth Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Blend Funds, Large Blend, Nationwide, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Nationwide Growth Fund [NGISX] is traded in USA and was established 21st of March 2025. Nationwide Growth is listed under Nationwide category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Nationwide family. This fund now has accumulated 234.33 M in assets with no minimum investment requirementsNationwide Growth is currently producing year-to-date (YTD) return of 1.59% with the current yeild of 0.01%, while the total return for the last 3 years was 10.09%.
Check Nationwide Growth Probability Of Bankruptcy
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 Growth Fund 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 Growth Fund Mutual Fund Constituents
| IWF | iShares Russell 1000 | Etf | Large Growth | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology |
Nationwide Growth Risk Profiles
| Mean Deviation | 0.8564 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.19 | |||
| Risk Adjusted Performance | (0.12) |
Nationwide Growth Against Markets
Other Information on Investing in Nationwide Mutual Fund
Nationwide Growth 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 Growth security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |