NWXRX Mutual Fund
NWXRX Mutual Fund
Nationwide Small Cap Index Fund Institutional Service Class

NWXRX Mutual Fund Overview
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 16.91%. The 1-year return is 40.20% and the 5-year return is 6.59%. NWXRX dividend yield stands at 2.11%, paid quarterly.
NWXRX top holdings include Ppl Electric Utilities Corp 4.15%10/01/2045 (4.7%), Treasury Repurchase Agreement (4.0%), Government Agency Repurchase Agreement 2026-02-02 (2.0%), Bloom Energy Corporation Class A (1.1%), Credo Technology Group Holding Ltd (0.6%). View all NWXRX holdings, sector breakdown, or dividend history.
NWXRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWXRX alternatives are available via the screener, along with tax-loss harvesting opportunities.