NWHOX Mutual Fund

NWHOX Mutual Fund (Nationwide Bailard Technology Fund Class A) is managed by Nationwide with $5.0M in net assets. NWHOX expense ratio is 1.00%, holding 40 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-04-03.

NWHOX performance shows a YTD return of 13.61%. The 1-year return is 19.35% and the 5-year return is 12.15%. NWHOX dividend yield stands at 12.03%, paid annually.

NWHOX top holdings include Nvidia Corp. (11.4%), Microsoft Corp 4.100 Feb 06 37 (7.1%), Meta Platform Inc (5.3%), Apple Inc Ord (5.2%), Micron Technology, Inc. (4.9%). Go to all NWHOX holdings, NWHOX sectors, or NWHOX dividends.

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