Which Funds Can NWHDX Replace?

Nationwide Bailard Small Cap Value Fund Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds NWHDX Can Replace

101 funds

FSI > 80 out of 784 similar funds

Competing Fund AUM

$213.95B

Assets in funds NWHDX can compete with and replace

Outperformance Rank

#243

Rank among 784 similar funds

Who Holds Credible Replacements?

3,494 firms

165,064 connected advisors

Opportunity analysis

NWHDX can replace 101 funds with FSI above 80 out of 784 similar funds, representing $213.95B in competing fund AUM. Its outperformance rank is #243 among those similar funds. 3,494 13F firms and 165,064 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 57.4%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
1.30%
Assets under management
$124.1M

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