NWZNX Mutual Fund

NWZNX Mutual Fund (Nationwide Loomis All Cap Growth Fund Institutional Service Class) is managed by Nationwide with $14.8M in net assets. NWZNX expense ratio is 1.07%, holding 45 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-05-31.

NWZNX performance shows a YTD return of -4.02%. The 1-year return is -2.09% and the 5-year return is 8.78%. NWZNX dividend yield stands at 9.03%, paid annually.

NWZNX 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 NWZNX holdings, NWZNX sectors, or NWZNX dividends.

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