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Nasdaq - Delayed Quote USD

Nationwide BNY Mellon Dyn US Eq Inc R6 (NWANX)

33.76
-0.43
(-1.26%)
At close: March 28 at 8:01:46 PM EDT
Loading Chart for NWANX
  • Previous Close 34.19
  • YTD Return 6.45%
  • Expense Ratio 0.60%
  • Category Large Value
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 639.42M
  • Beta (5Y Monthly) 0.82
  • Yield 1.78%
  • 5y Average Return --
  • Holdings Turnover 77.00%
  • Last Dividend 0.08
  • Inception Date Dec 16, 2019

The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of U.S. issuers, primarily common stocks. Equity securities represent an ownership interest in the issuer. The fund also may invest up to 20% of its net assets in equity securities of foreign companies, which are companies organized under the laws of countries other than the United States.

Nationwide

Fund Family

Large Value

Fund Category

639.42M

Net Assets

2019-12-16

Inception Date

Performance Overview: NWANX

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Trailing returns as of 3/28/2025. Category is Large Value.

YTD Return

NWANX
6.45%
Category
4.44%
 

1-Year Return

NWANX
18.28%
Category
14.37%
 

3-Year Return

NWANX
10.33%
Category
6.04%
 

5-Year Return

NWANX
16.29%
Category
9.20%
 

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Holdings: NWANX

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Sector Weightings

SectorNWANX
Healthcare   16.41%
Technology   12.13%
Industrials   12.06%
Energy   6.48%
Utilities   3.01%
Real Estate   1.03%

Recent News: NWANX

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Research Reports: NWANX

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