NGISX Mutual Fund

NGISX Mutual Fund

NAV$20.34
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Fund Essentials - as of Jan 31, 2026

Net Assets
-
Expense Ratio
0.66%
Dividend Yield (Current)
4.42%
Holdings
511
Inception Date
Nov 30, 2011
Fund Family
Nationwide
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+9.18%
1 Year+18.35%
3 Year+17.70%
5 Year+10.71%
10 Year+14.98%

Asset Allocation

Stocks: 95.62%
Bonds: 4.39%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.30%
AAPLApple, Inc6.03%
MSFTMicrosoft Corp5.03%
AMZNAmazon.Com Inc3.66%
-Treasury Bill Jul 16, 20263.36%
Top 10 Concentration: 37.75%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.42%
Frequency
Quarterly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NGISX Mutual Fund Overview

NGISX Mutual Fund (Nationwide BNY Mellon Dynamic US Core Fund Institutional Service Class) is managed by Nationwide. NGISX expense ratio is 0.66%, holding 511 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2011-11-30.

NGISX performance shows a YTD return of 9.18%. The 1-year return is 18.35% and the 5-year return is 10.71%. NGISX dividend yield stands at 4.42%, paid quarterly.

NGISX top holdings include Nvidia Corp. (7.3%), Apple, Inc (6.0%), Microsoft Corp (5.0%), Amazon.Com Inc (3.7%), Treasury Bill Jul 16, 2026 (3.4%). Go to all NGISX holdings, NGISX sectors, or NGISX dividends.

NGISX can be compared against other funds. Use NGISX overlap to find shared positions, or NGISX vs another fund for a side-by-side view. NGISX alternatives are available via the screener, along with tax-loss harvesting opportunities.