NWHUX Mutual Fund

NWHUX Mutual Fund (Nationwide Bailard Technology Fund Institutional Service Class) is managed by Nationwide with $1.9M in net assets. NWHUX expense ratio is 0.81%, holding 40 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-04-03.

NWHUX performance shows a YTD return of 13.73%. The 1-year return is 19.63% and the 5-year return is 12.39%. NWHUX dividend yield stands at 9.88%, paid annually.

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

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