NWGHX : Nationwide Diamond Hill Large Cap Concentrated Fund Class A

NWGHX is a US Stocks Market Large Value with HIGH fees.

NWGHX

Nationwide Diamond Hill Large Cap Concentrated Fund Class A

FI Score

20 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

20% FI Score
  • nwghx
  • Mutual Fund
  • US Stocks
  • Large Value

Nationwide Diamond Hill Large Cap Concentrated Fund Class A

Expenses: 1.18% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of large-cap U.S. companies, utilizing a value style of investing. It will invest at least 80% of its net assets in equity securities of large-cap companies. The subadviser considers large-cap companies as those with market capitalizations similar to those of companies included in the Russell 1000® Index. The subadviser focuses on estimating a company's value independent of its current stock price. The fund is non-diversified.

Largest Holdings

Amount Holding
8.92% Abbott Laboratories
6.92% Alphabet Inc A
6.27% Citigroup Inc
5.91% Berkshire Hathaway Inc Class B
5.68% The Walt Disney Co
5.07% PepsiCo Inc
5.02% Pfizer Inc
4.75% American International Group Inc
4.75% Facebook Inc A
4.68% Microsoft Corp
4.32% Procter & Gamble Co
4.18% MetLife Inc
4.17% Charles Schwab Corp
4.11% NVR Inc
4.05% TJX Companies Inc
3.74% Mondelez International Inc Class A
3.68% Chevron Corp
3.64% BorgWarner Inc
3.63% KKR & Co Inc
2.56% Raytheon Technologies Corp

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