NWZNX Mutual Fund
NWZNX Mutual Fund
Nationwide Loomis All Cap Growth Fund Institutional Service Class
NWZNX Mutual Fund Overview
NWZNX Mutual Fund (Nationwide Loomis All Cap Growth Fund Institutional Service Class) is managed by Nationwide with $14.8M in net assets. NWZNX expense ratio is 1.07%, holding 45 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2017-05-31.
NWZNX performance shows a YTD return of -3.42%. The 1-year return is -0.21% and the 5-year return is 14.72%. NWZNX dividend yield stands at 8.97%, paid annually.
NWZNX top holdings include Nvidia Corp (11.4%), 'alphabet Inc., Class 'a'' (8.6%), Tesla, Inc. (6.5%), Amazon.Com Inc (6.3%), Meta Platforms, Inc. (6.3%). View all NWZNX holdings, sector breakdown, or dividend history.
NWZNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWZNX alternatives are available via the screener, along with tax-loss harvesting opportunities.