NWAEX Mutual Fund

NWAEX Mutual Fund

NAV$20.36
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Fund Essentials - as of Jan 31, 2026

Net Assets
-
Expense Ratio
0.60%
Dividend Yield (Current)
4.45%
Holdings
511
Inception Date
Oct 1, 2018
Fund Family
Nationwide
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+9.24%
1 Year+18.36%
3 Year+17.83%
5 Year+10.82%

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)
4.45%
Frequency
Quarterly
Latest Distribution
$0.02
-

Peer Comparison

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

NWAEX Mutual Fund Overview

NWAEX Mutual Fund (Nationwide BNY Mellon Dynamic US Core Fund Eagle Class) is managed by Nationwide. NWAEX expense ratio is 0.60%, holding 511 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2018-10-01.

NWAEX performance shows a YTD return of 9.24%. The 1-year return is 18.36% and the 5-year return is 10.82%. NWAEX dividend yield stands at 4.45%, paid quarterly.

NWAEX 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 NWAEX holdings, NWAEX sectors, or NWAEX dividends.

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