Nationwide Bailard International Fund Quote
| NWHJX Fund | USD 9.50 0.11 1.14% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Nationwide Bailard is trading at 9.50 as of the 2nd of December 2024; that is 1.14% down since the beginning of the trading day. The fund's open price was 9.61. Nationwide Bailard 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. Equity ratings for Nationwide Bailard International are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund will invest at least 80 percent of its net assets in the equity securities of issuers located in developed and, to a lesser extent, emerging market countries around the world. It will normally invest in established companies in Europe, the United Kingdom, Japan, Asia, Australia and Canada, among other areas. More on Nationwide Bailard International
Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Nationwide (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Nationwide Bailard International [NWHJX] is traded in USA and was established 2nd of December 2024. Nationwide Bailard is listed under Nationwide category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Nationwide family. This fund now has accumulated 178.35 M in assets with no minimum investment requirementsNationwide Bailard is currently producing year-to-date (YTD) return of 9.5% with the current yeild of 0.03%, while the total return for the last 3 years was 4.85%.
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 International 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 International Mutual Fund Constituents
| MIXIF | Mixi Inc | Pink Sheet | Electronic Gaming & Multimedia | |
| VNM | VanEck Vietnam ETF | Etf | Miscellaneous Region | |
| ASML | ASML Holding NV | Stock | Information Technology | |
| BAP | Credicorp | Stock | Financials | |
| HTHIF | Hitachi | Pink Sheet | Conglomerates | |
| KAJMF | Kajima | Pink Sheet | US Pink Sheet | |
| LOGN | Logansport Financial Corp | OTC Stock | Financials | |
| NOVN | Novan Inc | Stock | Health Care |
Nationwide Bailard Risk Profiles
| Mean Deviation | 0.6645 | |||
| Standard Deviation | 0.8423 | |||
| Variance | 0.7095 | |||
| Risk Adjusted Performance | (0.07) |
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.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |