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 38 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2001-05-30.

NWHQX performance shows a YTD return of 15.89%. The 1-year return is 9.48% and the 5-year return is 12.21%.

NWHQX top holdings include Nvidia Corp (11.6%), Microsoft Corp (7.0%), Meta Platforms Inc (6.1%), Micron Technology, Inc. (5.7%), Palo Alto Networks Inc. (5.1%). 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.