NWGYX : Nationwide Ziegler Equity Income Fund Class A

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

NWGYX

Nationwide Ziegler Equity Income Fund Class A

FI Score

23 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

8 /10

Market Size

1 /10

23% FI Score
  • nwgyx
  • Mutual Fund
  • US Stocks
  • Large Value

Nationwide Ziegler Equity Income Fund Class A

Expenses: 1.06% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks total return from income and capital appreciation. The fund seeks to invest, under normal market conditions, in stocks that provide a dividend yield that is generally greater than the average yield for each stock's representative Global Industry Classification Standard ("GICS") sector and provide exposure across major sectors of the domestic equity market, as defined by GICS. It will invest at least 80% of its net assets in equity securities. The fund may invest up to 20% of its net assets in foreign securities and bonds.

Largest Holdings

Amount Holding
3.54% JPMorgan Chase & Co
3.51% Johnson & Johnson
3.37% Verizon Communications Inc
2.98% Pfizer Inc
2.78% CVS Health Corp
2.76% Bank of America Corp
2.50% Truist Financial Corp
2.44% MetLife Inc
2.37% PNC Financial Services Group Inc
2.23% Comcast Corp Class A
2.16% Intel Corp
2.16% Walmart Inc
2.16% Chevron Corp
2.13% FirstEnergy Corp
2.09% Caterpillar Inc
1.90% Target Corp
1.87% Duke Realty Corp
1.84% Best Buy Co Inc
1.76% Kimberly-Clark Corp
1.71% Coca-Cola Co
1.70% Eaton Corp PLC
1.69% Edison International
1.68% Amgen Inc
1.65% Procter & Gamble Co
1.61% AvalonBay Communities Inc

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