Nationwide Bny Mellon Fund Quote

NWALX Fund  USD 40.97  0.33  0.81%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Nationwide Bny is trading at 40.97 as of the 24th of November 2024; that is 0.81% up since the beginning of the trading day. The fund's open price was 40.64. Nationwide Bny has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nationwide Bny Mellon are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of November 2023 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities of U.S. issuers, primarily common stocks. Equity securities also may include preferred stocks, convertible securities and derivatives the value of which are linked to equity securities. More on Nationwide Bny Mellon

Moving together with Nationwide Mutual Fund

  0.82NADMX Nationwide InvestorPairCorr
  0.69GGEAX Nationwide Global EquityPairCorr
  0.7GGEIX Nationwide Global EquityPairCorr
  0.91GGFRX Nationwide GrowthPairCorr

Moving against Nationwide Mutual Fund

  0.68NBDAX Nationwide BondPairCorr
  0.57GIIRX Nationwide InternationalPairCorr
  0.55GIIAX Nationwide InternationalPairCorr
  0.55GIXIX Nationwide InternationalPairCorr
  0.35GCFRX Nationwide InvestorPairCorr
  0.32NDCSX Nationwide InvestorPairCorr

Nationwide Mutual Fund Highlights

Fund ConcentrationNationwide Funds, Large Value Funds, Large Value, Nationwide (View all Sectors)
Update Date30th of September 2024
Nationwide Bny Mellon [NWALX] is traded in USA and was established 24th of November 2024. Nationwide Bny is listed under Nationwide category by Fama And French industry classification. The fund is listed under Large Value category and is part of Nationwide family. This fund now has accumulated 376.68 M in assets with no minimum investment requirementsNationwide Bny Mellon is currently producing year-to-date (YTD) return of 23.14% with the current yeild of 0.01%, while the total return for the last 3 years was 10.7%.
Check Nationwide Bny Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nationwide Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nationwide Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nationwide Bny Mellon Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Nationwide Bny Mellon Mutual Fund Constituents

GOOGLAlphabet Inc Class AStockCommunication Services
XOMExxon Mobil CorpStockEnergy
VMCVulcan MaterialsStockMaterials
RTXRaytheon Technologies CorpStockIndustrials
PPLPPL CorporationStockUtilities
MSMorgan StanleyStockFinancials
MDTMedtronic PLCStockHealth Care
JPMJPMorgan Chase CoStockFinancials
More Details

Nationwide Bny Mellon Risk Profiles

Nationwide Bny Against Markets

Other Information on Investing in Nationwide Mutual Fund

Nationwide Bny financial ratios help investors to determine whether Nationwide Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nationwide with respect to the benefits of owning Nationwide Bny security.
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