Nationwide Loomis All Fund Quote
| NWADX Fund | USD 20.73 0.18 0.86% |
Performance13 of 100
| Odds Of DistressLess than 19
|
Nationwide Loomis is trading at 20.73 as of the 28th of November 2024; that is 0.86 percent down since the beginning of the trading day. The fund's open price was 20.91. Nationwide Loomis has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nationwide Loomis All are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest in equity securities, primarily common stocks, issued by companies of any size. It normally will invest 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.. More on Nationwide Loomis All
Moving together with Nationwide Mutual Fund
| 0.79 | NADMX | Nationwide Investor | PairCorr |
| 0.67 | GGEAX | Nationwide Global Equity | PairCorr |
| 0.68 | GGEIX | Nationwide Global Equity | PairCorr |
| 0.96 | GGFRX | Nationwide Growth | PairCorr |
Moving against Nationwide Mutual Fund
Nationwide Mutual Fund Highlights
| Fund Concentration | Nationwide Funds, Large Growth Funds, Large Growth, Nationwide (View all Sectors) |
| Update Date | 30th of September 2024 |
Nationwide Loomis All [NWADX] is traded in USA and was established 28th of November 2024. Nationwide Loomis is listed under Nationwide category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Nationwide family. This fund now has accumulated 302.89 M in assets with minimum initial investment of 50 K. Nationwide Loomis All is currently producing year-to-date (YTD) return of 32.95%, while the total return for the last 3 years was 10.52%.
Check Nationwide Loomis Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nationwide Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nationwide Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nationwide Loomis All Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nationwide Loomis All Mutual Fund Constituents
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| YUMC | Yum China Holdings | Stock | Consumer Discretionary | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| V | Visa Class A | Stock | Financials | |
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology |
Nationwide Loomis All Risk Profiles
| Mean Deviation | 0.7778 | |||
| Semi Deviation | 0.9069 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 |
Nationwide Loomis Against Markets
Other Information on Investing in Nationwide Mutual Fund
Nationwide Loomis financial ratios help investors to determine whether Nationwide Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nationwide with respect to the benefits of owning Nationwide Loomis security.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |