NWZNX Mutual Fund
NWZNX Mutual Fund
Nationwide Loomis All Cap Growth Fund Institutional Service Class

NWZNX Mutual Fund Overview
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 43 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-05-31.
NWZNX performance shows a YTD return of -3.42%. The 1-year return is -0.21% and the 5-year return is 14.72%. NWZNX dividend yield stands at 8.97%, paid annually.
NWZNX top holdings include Nvidia Corp. (11.7%), Alphabet Inc Common Stock USD 0.001 (8.2%), Meta Platforms, Inc. (7.9%), Tesla Inc (7.8%), Amazon.Com Inc (6.1%). View all NWZNX holdings, sector breakdown, or dividend history.
NWZNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWZNX alternatives are available via the screener, along with tax-loss harvesting opportunities.