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Nasdaq - Delayed Quote USD

Nationwide Loomis All Cap Gr R6 (NWZMX)

18.17
+0.20
+(1.11%)
As of 8:06:47 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,000
Min Initial Investment, IRA
10
Min Initial Investment, AIP
0.5
Min Subsequent Investment
50
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Nationwide Retirement Innovator
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Nationwide Retirement Resource
  • Schwab Institutional Only
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Nationwide Retirement Innovator Advantage
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests in equity securities, primarily common stocks, issued by companies of any size. It normally invests across a wide range of sectors and industries, using a growth style of equity management that emphasizes companies with sustainable competitive advantages versus others, long-term structural growth drivers that the subadviser believes will lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.

Fund Overview

Category Large Growth
Fund Family Nationwide
Net Assets 171.66M
YTD Return -8.10%
Yield 0.00%
Morningstar Rating
Inception Date May 31, 2017

Performance & Risk

YTD Return -5.71%
5y Average Return 15.27%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

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