About NWHOX
The Nationwide Bailard Technology and Science Fund Class A is a mutual fund focused on delivering long-term capital appreciation by investing primarily in companies operating within the technology and science sectors. Managed by multiple portfolio managers, the fund typically allocates at least 80% of its assets to established firms engaged in areas such as information technology, semiconductors, software, networking, internet platforms, and, on occasion, related fields like medical devices and biotechnology. The portfolio is notably concentrated, with over half of its assets in its top ten holdings, which include industry leaders like NVIDIA, Meta Platforms, Microsoft, and Amazon.com. Aimed at capturing growth opportunities from technological innovation, the fund’s strategy aligns with the large growth investment style, balancing exposure to both U.S. and select international technology stocks. With an emphasis on sector expertise and a minimum investment threshold, this fund serves as a specialized option for investors seeking focused exposure to advancements in science and technology within the broader equity market.
Fund Family Nationwide
Category Technology
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol NWHOX
Share Class Class A
Index S&P North American Technology Sector TR
NWHOX had a total return of 25.04% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.37%.
