NWAMX Mutual Fund
NWAMX Mutual Fund
NWAMX Mutual Fund
Nationwide BNY Mellon Dynamic US Equity Income Fund Class K
NWAMX Mutual Fund Overview
NWAMX Mutual Fund (Nationwide BNY Mellon Dynamic US Equity Income Fund Class K) is managed by Nationwide with $316.5M in net assets. NWAMX expense ratio is 0.70%, holding 77 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1987-12-31.
NWAMX performance shows a YTD return of 18.60%. The 1-year return is 24.73% and the 5-year return is 12.63%. NWAMX dividend yield stands at 8.14%, paid quarterly.
NWAMX top holdings include Amazon.Com Inc (5.0%), Microsoft Corp (4.4%), Jpmorgan Chase (3.9%), Unitedhealth Group Incorporated (3.2%), Berkshire Hathaway Inc Brk/B Us Equity (3.0%). Go to all NWAMX holdings, NWAMX sectors, or NWAMX dividends.
NWAMX can be compared against other funds. Use NWAMX overlap to find shared positions, or NWAMX vs another fund for a side-by-side view. NWAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.