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Nationwide Loomis All Cap Gr Instl Svc (NWZNX)

18.09
+0.19
+(1.06%)
As of 8:06:47 AM EDT. Market Open.

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.

Nationwide Loomis All Cap Gr Instl Svc

King of Prussia, PA 19406
1000 Continental Drive, Suite 400
610-230-2864

Fund Overview

Category Large Growth
Fund Family Nationwide
Net Assets 171.66M
YTD Return -8.08%
Yield 0.00%
Morningstar Rating
Inception Date May 31, 2017

Fund Operations

Last Dividend 0.02
Last Cap Gain 61.00
Holdings Turnover 8.16%
Average for Category --

Fees & Expenses

Expense NWZNX Category Average
Annual Report Expense Ratio (net) 1.07% 0.99%
Prospectus Net Expense Ratio 1.07% --
Prospectus Gross Expense Ratio 1.16% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Aziz V. Hamzaogullari, Lead Manager since May 31, 2017
Aziz Hamzaogullari is the founder and chief investment officer of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth strategies, including the Loomis Sayles Growth, Global Growth and International Growth mutual funds and products outside the U.S.1 Aziz is also an executive vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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