NWAOX Mutual Fund
NWAOX Mutual Fund
Nationwide BNY Mellon Dynamic US Equity Income Fund Institutional Service Class
NWAOX Mutual Fund Overview
NWAOX Mutual Fund (Nationwide BNY Mellon Dynamic US Equity Income Fund Institutional Service Class) is managed by Nationwide with $65,752.76 in net assets. NWAOX expense ratio is 0.85%, holding 82 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2019-12-16.
NWAOX performance shows a YTD return of 12.65%. The 1-year return is 24.78% and the 5-year return is 12.73%. NWAOX dividend yield stands at 8.53%, paid quarterly.
NWAOX top holdings include United Health Group (3.6%), Cisco Systems Inc. - Ordinary Shares (3.3%), United States Department Of The Treasury 0.000000% 2026-06-30 (3.1%), Texas Instruments Incorporated (3.0%), Amazon.Com Inc (2.9%). View all NWAOX holdings, sector breakdown, or dividend history.
NWAOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWAOX alternatives are available via the screener, along with tax-loss harvesting opportunities.