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, global and all cap growth strategies, including the Loomis Sayles Growth
and Global Growth mutual funds and products outside the US. Aziz is a member of the firm’s Board of Directors. He joined Loomis Sayles in2010 from Evergreen Investments where he was a senior portfolio manager and managing
director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and
portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team
and was the founder of the research and investment process. Prior to Evergreen, Aziz was a
senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 26 years
of investment industry experience. Aziz earned a BS from Bilkent University, Turkey, and an
MBA from George Washington University. He is also a member of CFA Society Boston.
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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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