About NWAUX
The Nationwide GQG US Quality Equity Fund Class A is an actively managed mutual fund in the U.S. equity category. Its primary goal is to achieve long-term capital appreciation by investing in a concentrated portfolio of high-quality U.S. companies. The fund employs a distinctive investment process that evaluates businesses based on financial strength, sustainable earnings growth, and management quality, with an emphasis on companies exhibiting strong barriers to entry and resilient industry dynamics. The portfolio typically overweights sectors like healthcare, consumer staples, and communication services, while maintaining underweights in information technology, financials, and consumer discretionary sectors. Notable holdings include large-cap names such as Eli Lilly and Company, Meta Platforms, Philip Morris International, Microsoft, and Novo Nordisk. The fund consists of approximately 32 holdings and maintains a relatively high turnover rate, reflecting an active, research-driven approach. Designed for investors seeking exposure to a blend of value and growth characteristics in U.S. equities, the fund plays a significant role as a core holding for diversified portfolios aiming to balance potential returns with risk management through quality stock selection.
Fund Family Nationwide
Category Large Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol NWAUX
Share Class Class A
Index S&P 500 TR
NWAUX had a total return of -10.68% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.42%.
