NWALX Mutual Fund
NWALX Mutual Fund
NWALX Mutual Fund
Nationwide BNY Mellon Dynamic US Equity Income Fund Class A
NWALX Mutual Fund Overview
NWALX Mutual Fund (Nationwide BNY Mellon Dynamic US Equity Income Fund Class A) is managed by Nationwide with $939.9M in net assets. NWALX expense ratio is 1.10%, holding 77 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2019-12-16.
NWALX performance shows a YTD return of 18.44%. The 1-year return is 24.50% and the 5-year return is 12.44%. NWALX dividend yield stands at 7.99%, paid quarterly.
NWALX top holdings include Amazon.Com Inc (5.0%), Microsoft Corp (4.4%), Jpmorgan Chase (3.9%), Unitedhealth Group Incorporated (3.2%), Berkshire Hathaway Inc Brk/B Us Equity (3.0%). Go to all NWALX holdings, NWALX sectors, or NWALX dividends.
NWALX can be compared against other funds. Use NWALX overlap to find shared positions, or NWALX vs another fund for a side-by-side view. NWALX alternatives are available via the screener, along with tax-loss harvesting opportunities.