NWZLX Mutual Fund

NWZLX Mutual Fund (Nationwide Loomis All Cap Growth Fund Class A) is managed by Nationwide with $5.3M in net assets. NWZLX expense ratio is 1.27%, holding 45 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-05-31.

NWZLX performance shows a YTD return of -4.14%. The 1-year return is -2.38% and the 5-year return is 8.60%. NWZLX dividend yield stands at 9.43%, paid annually.

NWZLX top holdings include Nvidia Corp. (11.4%), Alphabet Inc Common Stock USD 0.001 (8.6%), Tesla Inc (6.5%), Amazon.Com Inc (6.3%), Meta Platforms, Inc. (6.3%). Go to all NWZLX holdings, NWZLX sectors, or NWZLX dividends.

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