NWFAX Rating, Research - Nationwide A

Nationwide A (nwfax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 120

Threats + Weaknesses = 91

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nwfax mutual fund has great long term potential.

Fund Management Team

Nationwide Funds

Fund Description Update

Nationwide A (NWFAX) Description: NWFAX is a mutual fund, which is an investment that owns a basket of assets. The NWFAX mutual fund was provided by Nationwide and this investment vehicle derives the majority of its value from equity holdings (stocks). Nationwides mutual fund has a short management tenure and is in the small fund size classification. NWFAXs minimum initial investment amount is $2000 while the IRA minimum is $1000. NWFAXs expense ratio is roughly 1%. The latest NWFAXs front end load was 6% and the back end load was 0%. The Nationwide A (NWFAX) mutual fund falls under the large-cap mixed category. NWFAX focuses its investments in USA and NWFAX is not affiliated with a particular industry or fund sector. The Nationwide A (NWFAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NWFAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NWFAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of net assets in a diversified portfolio of common stocks (see stock research) of companies that are relatively large in terms of revenues and assets. Although it primarily draw its holdings from larger, more seasoned or established companies, it may also invest in companies of varying size as measured by assets, sales or capitalization. The fund will emphasize common stocks (see stock research), but may also invest in other types of equity securities (see equity research). It may also invest in American Depositary Receipts.

Management Analysis Update

Performance Analysis Update