Nationwide Fund Class Fund Quote

NWFAX Fund  USD 32.88  0.13  0.40%   

Performance

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Odds Of Distress

Less than 22

 
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Nationwide Fund is trading at 32.88 as of the 31st of January 2025; that is 0.40% up since the beginning of the trading day. The fund's open price was 32.75. Nationwide Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests in a diversified portfolio of common stocks to produce an overall blended equity portfolio consisting of various types of stocks that the subadviser believes offer the potential for capital growth andor dividend income. Most of the stocks in which the fund invests are issued by large-capitalization companies. More on Nationwide Fund Class

Moving together with Nationwide Mutual Fund

  0.93GCFRX Nationwide InvestorPairCorr
  0.94NADCX Nationwide InvestorPairCorr
  0.94NADMX Nationwide InvestorPairCorr
  0.92GGEAX Nationwide Global EquityPairCorr
  0.92GGEIX Nationwide Global EquityPairCorr
  0.87GGFRX Nationwide GrowthPairCorr

Moving against Nationwide Mutual Fund

  0.64NUSAX Nationwide GovernmentPairCorr

Nationwide Mutual Fund Highlights

Fund ConcentrationNationwide Funds, Large Blend Funds, Large Blend, Nationwide, Large Blend, Large Blend (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Nationwide Fund Class [NWFAX] is traded in USA and was established 31st of January 2025. Nationwide Fund is listed under Nationwide category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Nationwide family. This fund now has accumulated 1.19 B in assets with no minimum investment requirementsNationwide Fund Class is currently producing year-to-date (YTD) return of 3.98% with the current yeild of 0.0%, while the total return for the last 3 years was 11.3%.
Check Nationwide Fund 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 Fund Class 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 Fund Class Mutual Fund Constituents

CVXChevron CorpStockEnergy
MDLZMondelez InternationalStockConsumer Staples
MCDMcDonaldsStockConsumer Discretionary
BACBank of AmericaStockFinancials
AMDAdvanced Micro DevicesStockInformation Technology
BAThe BoeingStockIndustrials
TSLATesla IncStockConsumer Discretionary
GDGeneral DynamicsStockIndustrials
More Details

Nationwide Fund Class Risk Profiles

Nationwide Fund Against Markets

Other Information on Investing in Nationwide Mutual Fund

Nationwide Fund 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 Fund security.
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