NWAEX Mutual Fund
NWAEX Mutual Fund
NWAEX Mutual Fund
Nationwide BNY Mellon Dynamic US Core Fund Eagle Class
NWAEX Mutual Fund Overview
NWAEX Mutual Fund (Nationwide BNY Mellon Dynamic US Core Fund Eagle Class) is managed by Nationwide with $1.11B in net assets. NWAEX expense ratio is 0.60%, holding 511 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2018-10-01.
NWAEX performance shows a YTD return of 10.30%. The 1-year return is 10.25% and the 5-year return is 9.88%. NWAEX dividend yield stands at 0.79%, paid quarterly.
NWAEX top holdings include Nvidia Corp (6.9%), Apple Inc (6.5%), Microsoft Corp (4.9%), Amazon.Com Inc (3.8%), U.S. Treasury Bills (3.3%). 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.