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 2001 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2016-12-06.

NWXRX performance shows a YTD return of 19.76%. The 1-year return is 26.04% and the 5-year return is 6.49%. NWXRX dividend yield stands at 2.16%, paid quarterly.

NWXRX top holdings include Cash Offset (1.4%), Micro E-Mini Russell 2000 Index Future Sept 26 % 09/18/2026 (1.4%), Moog Inccommon Stock (0.4%), Hut 8 Corp Common Shares (0.3%), Umb Financial Corp. (0.3%). 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.