NWSAX Mutual Fund

NWSAX Mutual Fund

NAV$8.40
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Fund Essentials

Net Assets
-
Expense Ratio
1.33%
Dividend Yield (Current)
-
Holdings
43
Inception Date
Jan 3, 2012
Fund Family
Nationwide
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD-11.23%
1 Year+4.21%
3 Year-2.56%
5 Year-3.92%
10 Year+5.30%

Asset Allocation

Stocks: 99.37%
Bonds: 0.63%
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Dividend Summary

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Frequency
Quarterly
Latest Distribution
$2.91
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NWSAX Mutual Fund Overview

NWSAX Mutual Fund (Nationwide Small Company Growth Fund Class A) is managed by Nationwide. NWSAX expense ratio is 1.33%, holding 43 positions across various sectors. Inception date: 2012-01-03.

NWSAX performance shows a YTD return of -11.23%. The 1-year return is 4.21% and the 5-year return is -3.92%.

NWSAX top holdings include a diversified portfolio. Go to all NWSAX holdings, NWSAX sectors, or NWSAX dividends.

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