Morningstar

Nationwide Mid Cap Market Index Fund Class A GMXAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $16.56  /  −0.78 %
  • Fund Size $458.6M
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.77%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis GMXAX

Will GMXAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GMXAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GMXAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GMXAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

Cheap and broad exposure to mid-cap stocks. IShares Core S&P Mid-Cap offers inexpensive and diversified exposure to US mid-cap stocks, carving a durable advantage in this efficient market segment.

by Brendan McCann
Rated on Published on

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Portfolio Holdings GMXAX

More GMXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twilio Inc Class A

1.31 6M
Technology

Okta Inc Class A

1.02 5M
Technology

E-mini S&P MidCap 400 Future Dec 26

0.85 4M
—

TechnipFMC PLC

0.79 4M
Energy

nVent Electric PLC

0.76 3M
Industrials

ATI Inc

0.75 3M
Industrials

CASH

0.71 3M
Cash and Equivalents

Entegris Inc

0.69 3M
Technology

United Therapeutics Corp

0.68 3M
Healthcare

Tenet Healthcare Corp

0.60 3M
Healthcare

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