Nationwide Loomis All Cap Gr R6 (NWZMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Nationwide Loomis All Cap Gr R6
King of Prussia, PA 19406
1000 Continental Drive, Suite 400
Nationwide Mutual Funds
610-230-2864
Management information
Aziz V. Hamzaogullari,Lead manager since 30 May 2017
Aziz Hamzaogullari is the chief investment officer and founder 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 long-only strategies as well as the Long/Short Growth Equity
strategy. Offerings include the Loomis Sayles US Growth Equity, US Equity Leaders
and Global Growth Equity funds, along with US products. Aziz is also a member of
the firm’s Board of Directors.
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyNationwide
Net assets198.56M
YTD return9.22%
Yield0.00%
Morningstar rating★★★
Inception date26 June 2018
Fund operations
Last dividend0.02
Last cap gain44.00
Holdings turnover12.63%
Average for categoryN/A
Fees and expenses
ExpenseNWZMXCategory average
Annual report expense ratio (net)1.26%0.99%
Prospectus net expense ratio1.26%N/A
Prospectus gross expense ratio1.35%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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