NWZMX Mutual Fund
NWZMX Mutual Fund
Nationwide Loomis All Cap Growth Fund Class R6

NWZMX Mutual Fund Overview
NWZMX Mutual Fund (Nationwide Loomis All Cap Growth Fund Class R6) is managed by Nationwide. NWZMX expense ratio is 0.82%, holding 43 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2017-05-31.
NWZMX performance shows a YTD return of -3.35%. The 1-year return is -0.16% and the 5-year return is 12.68%. NWZMX dividend yield stands at 8.92%, paid annually.
NWZMX 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 NWZMX holdings, sector breakdown, or dividend history.
NWZMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWZMX alternatives are available via the screener, along with tax-loss harvesting opportunities.