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Nationwide BNY Mellon Dyn US Core Eagle (NWAEX)

15.05
-0.02
(-0.13%)
At close: 8:01:46 PM EDT
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  • Previous Close 15.07
  • YTD Return -4.23%
  • Expense Ratio 0.60%
  • Category Large Blend
  • Last Cap Gain 51.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.31B
  • Beta (5Y Monthly) 1.01
  • Yield 1.22%
  • 5y Average Return --
  • Holdings Turnover 3.54%
  • Last Dividend 0.03
  • Inception Date May 8, 1998

The fund seeks to provide investors with long-term growth of capital by outperforming the S&P 500® Index over a full market cycle while maintaining a similar level of market risk as the index. Equity securities that the fund buys primarily are common stocks of companies that are included in the S&P 500 Index. Under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers or derivatives the value of which are linked to securities of U.S. issuers.

Nationwide

Fund Family

Large Blend

Fund Category

1.31B

Net Assets

1998-05-08

Inception Date

Performance Overview: NWAEX

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Trailing returns as of 4/14/2025. Category is Large Blend.

YTD Return

NWAEX
4.23%
Category
5.31%
 

1-Year Return

NWAEX
6.50%
Category
20.31%
 

3-Year Return

NWAEX
6.73%
Category
6.48%
 

5-Year Return

NWAEX
16.37%
Category
11.78%
 

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Holdings: NWAEX

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Sector Weightings

SectorNWAEX
Technology   32.02%
Healthcare   10.79%
Industrials   7.34%
Energy   3.31%
Utilities   2.58%
Real Estate   2.19%

Recent News: NWAEX

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Research Reports: NWAEX

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