Morningstar

Nationwide Loomis All Cap Growth Fund Class R6 NWZMX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 19.87  /  +0.51 %
  • Total Assets 215.6M
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 11%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NWZMX

Will NWZMX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Loomis All Cap Gr R6 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 NWZMX

More NWZMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.02 27M
Technology

Alphabet Inc Class A

8.50 19M
Communication Services

Tesla Inc

7.40 17M
Consumer Cyclical

Meta Platforms Inc Class A

6.53 15M
Communication Services

Amazon.com Inc

6.47 14M
Consumer Cyclical

Oracle Corp

5.13 11M
Technology

Netflix Inc

4.88 11M
Communication Services

ARM Holdings PLC ADR

4.66 10M
Technology

Boeing Co

4.15 9M
Industrials

Monster Beverage Corp

3.91 9M
Consumer Defensive

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