NWZLX

Active

Nationwide Loomis All Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.27%
Annual Cost per $10K
$127.00
30-Year Fee Drag per $10K
$22,918
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+28.18%

Asset Allocation

US Equity
90%
Intl Equity
8%
Cash
2%

Fee Comparison

NWZLX
1.27%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

20% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+128.70%3Y
Compare to

Fee Impact Calculator

$
%
NWZLX at 1.27%$266,022
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$114,591
Cost vs index fund−$111,403

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
NWZLXNationwide Loomis All Cap Growth Fund1.27%
CDIRXColumbia Dividend Income Fund1.15%
CICEXInvestment Co of America0.85%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
OIEFXJPMorgan Equity Income Fund0.95%
FOCKXFidelity OTC Portfolio1.05%
MEIAXMFS Value Fund0.79%
JMUEXJPMorgan U.S. Equity Fund0.94%
MFEGXMFS Growth Fund0.83%
FRDPXFranklin Rising Dividends Fund0.83%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
FKDNXFranklin Dynatech Fund0.82%
PAFDXT. Rowe Price Equity Income Fund0.98%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
VAFAXInvesco American Franchise Fund0.93%
OAKMXOakmark Fund0.91%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
JVMAXDisciplined Value Mid Cap Fund0.74%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FGSRXFranklin Growth Fund1.04%
GETGXVictory Sycamore Established Value Fund0.89%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
JHQAXJPMorgan Hedged Equity Fund0.82%
FNIAXFidelity Advisor New Insights Fund0.90%
JGACXJPMorgan Growth Advantage Fund0.99%
HDGTXTHE HARTFORD DIVIDEND AND GROWTH FUND0.73%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
MEFAXMassMutual Mid Cap Growth Fund1.11%
JDVFXDisciplined Value Fund1.71%
POLRXPolen Growth Fund1.22%
PBCJXBlue Chip Fund0.92%
DAGVXBNY Mellon Dynamic Value Fund0.93%
ASMMXInvesco Summit Fund1.23%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
DDFIXInvesco Diversified Dividend Fund1.07%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
JSECXJPMorgan Small Cap Equity Fund1.24%
LMPFXClearBridge Growth Fund1.13%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
PGORXPutnam Large Cap Growth Fund0.93%
EPGAXFidelity Advisor Equity Growth Fund0.92%
LCMMXClearBridge Large Cap Growth Fund0.68%
JGAQXJPMorgan Value Advantage Fund0.99%
XFBRXVIP Mid Cap Portfolio0.82%
MRERXMFS Core Equity Fund0.88%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
FCPVXFidelity Small Cap Value Fund1.20%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
CCASXCONESTOGA SMALL CAP FUND1.10%
BSCUXBARON SMALL CAP FUND1.05%
SGRAXAllspring Growth Fund1.15%
BARUXBARON ASSET FUND1.04%
MFRFXMFS Research Fund0.77%
PABVXMidCap Value Fund I1.19%
SHAPXClearBridge Appreciation Fund0.91%
PLVJXLargeCap Value Fund III0.94%
CSIEXCalvert Equity Fund0.90%
ESPAXAllspring Special Small Cap Value Fund1.17%
JENIXThe Jensen Quality Growth Fund Inc1.26%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
SVFIXSmead Value Fund0.90%
FRUSXFranklin Utilities Fund1.21%
WGROXWasatch Core Growth Fund1.17%
FGRAXFranklin Growth Opportunities Fund0.94%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
TWHIXHeritage Fund1.00%
JGAVXJPMorgan U.S. Value Fund0.94%
NDVAXMFS New Discovery Value Fund1.46%
PARMXParnassus Mid Cap Fund0.95%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
LGLFXLord Abbett Growth Leaders Fund0.65%
AASRXAmerican Beacon Small Cap Value Fund0.77%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
FMILXFidelity New Millennium Fund0.76%
FGSAXFederated Hermes MDT Mid Cap Growth Fund1.15%
MSEGXGROWTH PORTFOLIO0.87%
GSMAXGoldman Sachs Small/Mid Cap Growth Fund1.25%
JLCVXFundamental Large Cap Core Fund0.71%
BASAXBrown Advisory Small-Cap Growth Fund0.96%
LAMAXLord Abbett Dividend Growth Fund0.89%
AQEAXColumbia Disciplined Core Fund0.94%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
AGRCXAB Growth Fund1.10%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
CSGAXColumbia Seligman Global Technology Fund1.00%
DLCZXDestinations Large Cap Equity Fund0.81%
CSMUXCarillon Scout Mid Cap Fund0.85%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
FAMVXFAM VALUE FUND0.99%
PCSMXSmallCap Growth Fund I1.44%
IVOAXMacquarie Mid Cap Income Opportunities Fund1.33%
ANODXSmall Cap Growth Fund0.79%
NICSXNicholas Fund, Inc.0.70%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free