Morningstar

Nationwide Loomis All Cap Growth Fund Institutional Service Class NWZNX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 19.76  /  +0.51 %
  • Total Assets 215.6M
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 50,000
  • 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 NWZNX

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

  • People Pillar

    The People Pillar is our evaluation of the NWZNX 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 NWZNX’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 Instl Svc holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWZNX

More NWZNX 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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