Nationwide Bailard Nitive Fund Quote
| NWHGX Fund | USD 14.28 0.15 1.04% |
PerformanceVery Weak
| Odds Of DistressLow
|
Nationwide Bailard is trading at 14.28 as of the 23rd of March 2025; that is 1.04% down since the beginning of the trading day. The fund's open price was 14.43. Nationwide Bailard has about a 23 % 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 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not identical, to the market capitalization range of those companies found in the Russell 2000 Value Index. More on Nationwide Bailard Nitive
Moving together with Nationwide Mutual Fund
| 0.74 | NADCX | Nationwide Investor | PairCorr |
| 0.8 | NADMX | Nationwide Investor | PairCorr |
| 0.83 | GGEAX | Nationwide Global Equity | PairCorr |
| 0.81 | GGEIX | Nationwide Global Equity | PairCorr |
| 0.87 | GGFRX | Nationwide Growth | PairCorr |
Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Funds, Small Value Funds, Small Value, Nationwide (View all Sectors) |
| Update Date | 31st of March 2025 |
Nationwide Bailard Nitive [NWHGX] is traded in USA and was established 23rd of March 2025. Nationwide Bailard is listed under Nationwide category by Fama And French industry classification. The fund is listed under Small Value category and is part of Nationwide family. This fund now has accumulated 93.87 M in assets with no minimum investment requirementsNationwide Bailard Nitive is currently producing year-to-date (YTD) return of 1.63% with the current yeild of 0.02%, while the total return for the last 3 years was 2.41%.
Check Nationwide Bailard 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 Bailard Nitive 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 Bailard Nitive Mutual Fund Constituents
| HTLF | Heartland Financial USA | Stock | Financials | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| DBRG | Digitalbridge Group | Stock | Real Estate | |
| FLXS | Flexsteel Industries | Stock | Consumer Discretionary | |
| AEO | American Eagle Outfitters | Stock | Consumer Discretionary | |
| KRC | Kilroy Realty Corp | Stock | Real Estate | |
| POR | Portland General Electric | Stock | Utilities | |
| CNDT | Conduent | Stock | Industrials |
Nationwide Bailard Nitive Risk Profiles
| Mean Deviation | 1.07 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.11 | |||
| Risk Adjusted Performance | (0.16) |
Nationwide Bailard Against Markets
Other Information on Investing in Nationwide Mutual Fund
Nationwide Bailard 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 Bailard security.
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