Nationwide Mellon Disciplined Fund Quote
| NWAMX Fund | USD 40.98 0.33 0.81% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Nationwide Mellon is trading at 40.98 as of the 24th of November 2024; that is 0.81 percent up since the beginning of the trading day. The fund's open price was 40.65. Nationwide Mellon 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 Mellon Disciplined are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 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 Mellon Disciplined
Moving together with Nationwide Mutual Fund
| 0.86 | NADMX | Nationwide Investor | PairCorr |
| 0.69 | GGEAX | Nationwide Global Equity | PairCorr |
| 0.7 | GGEIX | Nationwide Global Equity | PairCorr |
| 0.91 | GGFRX | Nationwide Growth | PairCorr |
Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Value Funds, Large Value, Nationwide, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Nationwide Mellon Disciplined [NWAMX] is traded in USA and was established 24th of November 2024. Nationwide Mellon 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 538.72 M in assets with minimum initial investment of 2 K. Nationwide Mellon is currently producing year-to-date (YTD) return of 23.33% with the current yeild of 0.02%, while the total return for the last 3 years was 10.89%.
Check Nationwide Mellon Probability Of Bankruptcy
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 Mellon Disciplined 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 Mellon Disciplined Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| C | Citigroup | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| T | ATT Inc | Stock | Communication Services | |
| VMC | Vulcan Materials | Stock | Materials | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| PPL | PPL Corporation | Stock | Utilities | |
| MS | Morgan Stanley | Stock | Financials |
Nationwide Mellon Risk Profiles
| Mean Deviation | 0.5443 | |||
| Semi Deviation | 0.3017 | |||
| Standard Deviation | 0.7074 | |||
| Variance | 0.5004 |
Nationwide Mellon Against Markets
Other Information on Investing in Nationwide Mutual Fund
Nationwide Mellon 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 Mellon security.
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