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Morningstar

Nationwide Loomis All Cap Gr R6 NWZMX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 16.60  /  +1.28 %
  • Total Assets 191.8 Mil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis NWZMX

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

  • People Pillar

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

Nationwide Loomis All Cap Gr R6 earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings NWZMX

More NWZMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.60 15.8 Mil
Technology

Meta Platforms Inc Class A

7.50 15.6 Mil
Communication Services

Amazon.com Inc

6.02 12.5 Mil
Consumer Cyclical

Netflix Inc

4.98 10.3 Mil
Communication Services

Boeing Co

4.25 8.8 Mil
Industrials

CASH

4.15 8.6 Mil
Cash and Equivalents

Oracle Corp

4.08 8.5 Mil
Technology

Visa Inc Class A

3.91 8.1 Mil
Financial Services

Alphabet Inc Class A

3.69 7.7 Mil
Communication Services

Tesla Inc

3.54 7.4 Mil
Consumer Cyclical