Morningstar

Nationwide NYSE Arca Tech 100 Index Fund Class A NWJCX

Morningstar Medalist Rating
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Medalist Rating as of See Nationwide Investment Hub
  • NAV / 1-Day Return $144.43  /  −0.06 %
  • Fund Size $852.1M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.23%
  • Turnover Ratio 0%
NAV and 1-Day Return as of

Morningstar’s Analysis NWJCX

Will NWJCX 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 NWJCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NWJCX 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 NWJCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide NYSE Arca Tech 100 Idx A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWJCX

More NWJCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV ADR

7.47 65M
Technology

Micron Technology Inc

4.39 38M
Technology

Seagate Technology Holdings PLC

3.80 33M
Technology

Meta Platforms Inc Class A

2.99 26M
Communication Services

Thermo Fisher Scientific Inc

2.78 24M
Healthcare

Advanced Micro Devices Inc

2.52 22M
Technology

Ubiquiti Inc

2.34 20M
Technology

Mastercard Inc Class A

2.27 20M
Financial Services

Microsoft Corp

2.11 18M
Technology

Applied Materials Inc

2.11 18M
Technology

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