About NWAWX
Nationwide GQG US Quality Equity Fund Institutional Service Class is an actively managed mutual fund designed to provide long-term capital appreciation. Its investment strategy emphasizes holding at least 80% of its net assets in the equity securities of U.S. companies, with a focus on identifying businesses characterized by high-quality fundamentals, such as sustainable competitive advantages, robust cash flows, and resilient industry positions. The fund typically allocates capital across a diverse set of large-cap equities, while maintaining meaningful sector overweights in areas like healthcare, consumer staples, and communication services, and underweights in sectors such as information technology and energy. The portfolio management process carefully assesses macroeconomic conditions and evolving market data to refine its holdings, prioritizing companies with visible, durable free cash flows. As a non-diversified fund, it may hold concentrated positions in select companies, aiming to benefit from in-depth research and conviction-driven investment. Its primary role in the market is to serve investors seeking exposure to high-quality U.S. equities through a disciplined, research-intensive approach—often appealing to institutional clients and those seeking stability and growth potential in their equity allocations.
Fund Family Nationwide
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol NWAWX
Share Class Institutional Service Class
Index S&P 500 TR
NWAWX had a total return of 2.56% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.66%.
