NWAOX Mutual Fund
NWAOX Mutual Fund
NWAOX Mutual Fund
Nationwide BNY Mellon Dynamic US Equity Income Fund Institutional Service Class
NWAOX Mutual Fund Overview
NWAOX Mutual Fund (Nationwide BNY Mellon Dynamic US Equity Income Fund Institutional Service Class) is managed by Nationwide with $65,752.76 in net assets. NWAOX expense ratio is 0.85%, holding 77 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2019-12-16.
NWAOX performance shows a YTD return of 18.65%. The 1-year return is 24.80% and the 5-year return is 12.68%. NWAOX dividend yield stands at 8.18%, paid quarterly.
NWAOX 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 NWAOX holdings, NWAOX sectors, or NWAOX dividends.
NWAOX can be compared against other funds. Use NWAOX overlap to find shared positions, or NWAOX vs another fund for a side-by-side view. NWAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.