Nasdaq - Delayed Quote USD

Nationwide Loomis All Cap Gr Instl Svc (NWZNX)

21.98 +0.04 (+0.18%)
At close: 8:00:57 PM EST

Investment Information

Min Initial Investment
50,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Nationwide Retirement Innovator
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Nationwide Retirement Resource
  • Schwab Institutional Only
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Nationwide Retirement Innovator Advantage
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund will invest in equity securities, primarily common stocks, issued by companies of any size. It normally will invest across a wide range of sectors and industries, using a growth style of equity management that emphasizes companies with sustainable competitive advantages versus others, long-term structural growth drivers that the subadviser believes will lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.

Fund Overview

Category Large Growth
Fund Family Nationwide
Net Assets 208.45M
YTD Return 33.67%
Yield 0.00%
Morningstar Rating
Inception Date Jun 27, 2018

Performance & Risk

YTD Return 39.92%
5y Average Return 17.56%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

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