NWXRX Mutual Fund
NWXRX Mutual Fund
Nationwide Small Cap Index Fund Institutional Service Class
NWXRX Mutual Fund Overview
NWXRX Mutual Fund (Nationwide Small Cap Index Fund Institutional Service Class) is managed by Nationwide with $10.7M in net assets. NWXRX expense ratio is 0.51%, holding 1943 positions across sectors including Industrials, Health Care, Financials. Inception date: 2016-12-06.
NWXRX performance shows a YTD return of 20.96%. The 1-year return is 40.20% and the 5-year return is 6.59%. NWXRX dividend yield stands at 2.11%, paid quarterly.
NWXRX top holdings include Tootsie Roll Industries Inc (4.7%), Treasury Repurchase Agreement (4.0%), Forward Foreign Currency Contract (2.0%), Bloom Energy Corporation Com Cl A (1.1%), Credo Technology Group Holding Ltd (0.6%). View all NWXRX holdings, sector breakdown, or dividend history.
NWXRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWXRX alternatives are available via the screener, along with tax-loss harvesting opportunities.