NWHQX Mutual Fund

NWHQX Mutual Fund (Nationwide Bailard Technology Fund Class M) is managed by Nationwide with $125.3M in net assets. NWHQX expense ratio is 0.68%, holding 40 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2001-05-30.

NWHQX performance shows a YTD return of 13.78%. The 1-year return is 19.74% and the 5-year return is 12.51%. NWHQX dividend yield stands at 10.27%, paid annually.

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

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