NWHUX Mutual Fund

NWHUX Mutual Fund (Nationwide Bailard Technology Fund Institutional Service Class) is managed by Nationwide with $1.9M in net assets. NWHUX expense ratio is 0.81%, holding 38 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2006-04-03.

NWHUX performance shows a YTD return of 27.95%. The 1-year return is 25.11% and the 5-year return is 13.82%.

NWHUX top holdings include Nvidia Corp (11.9%), Microsoft Corp (7.4%), Micron Technology, Inc. (5.4%), Palo Alto Networks, Inc (5.3%), Meta Platforms Inc (5.1%). Go to all NWHUX holdings, NWHUX sectors, or NWHUX dividends.

NWHUX can be compared against other funds. Use NWHUX overlap to find shared positions, or NWHUX vs another fund for a side-by-side view. NWHUX alternatives are available via the screener, along with tax-loss harvesting opportunities.