Nationwide Geneva Mid Cap Growth Fund
Shareclass
Nationwide Geneva Mid Cap Gr R6 (NWKAX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,713 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Nationwide Geneva Mid Cap Growth Fund NWKAX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Charles River Laboratories International Inc0.22% of assets$535,935 invested
- 2. Keysight Technologies Inc3.09% of assets$7.4M invested
- 3. Verisk Analytics Inc3.52% of assets$8.44M invested
- 4. Intuit Inc1.99% of assets$4.77M invested
- 5. Tyler Technologies Inc3.65% of assets$8.76M invested
- 6. Raymond James Financial Inc1.3% of assets$3.13M invested
- 7. Lululemon Athletica Inc0.65% of assets$1.56M invested
- 8. HubSpot Inc2.35% of assets$5.65M invested
- 9. Fortune Brands Innovations Inc0.45% of assets$1.07M invested
- 10. Global Payments Inc1.02% of assets$2.45M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Heico Corp Class A3.54% of assets$8.49M invested
- 2. Rollins Inc3.35% of assets$8.05M invested
- 3. Old Dominion Freight Line Inc Ordinary Shares1.62% of assets$3.88M invested
- 4. Ryan Specialty Holdings Inc Class A2.48% of assets$5.95M invested
- 5. Advanced Drainage Systems Inc1.86% of assets$4.46M invested
- 6. EPAM Systems Inc1.37% of assets$3.28M invested
- 7. O'Reilly Automotive Inc4.92% of assets$11.81M invested
- 8. Align Technology Inc0.61% of assets$1.46M invested
- 9. SS&C Technologies Holdings Inc0.78% of assets$1.88M invested
- 10. Cognex Corp0.23% of assets$562,643 invested
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Financial performance
Performance data provided by
Find more financial data on NWKAX at Morningstar.com
Find more financial data on NWKAX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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