NWXRX Mutual Fund

NWXRX Mutual Fund (Nationwide Small Cap Index Fund Institutional Service Class) is managed by Nationwide with $10.7M in net assets. NWXRX expense ratio is 0.51%, holding 1943 positions across sectors including Industrials, Health Care, Financials. Inception date: 2016-12-06.

NWXRX performance shows a YTD return of 17.31%. The 1-year return is 33.73% and the 5-year return is 6.72%. NWXRX dividend yield stands at 2.18%, paid quarterly.

NWXRX top holdings include China Peoples Republic Of (Governm 1.92% Jan 15, 2055 (4.7%), Treasury Repurchase Agreement (4.0%), Kla Corp 4.7 02/01/2034 (2.0%), Bloom Energy Corporation Com Cl A (1.1%), Credo Technology Group Holding Ltd Ordinary Shares (0.6%). Go to all NWXRX holdings, NWXRX sectors, or NWXRX dividends.

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