NWZNX

ActiveMin. $1M

Nationwide Loomis All Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.07%
Annual Cost per $10K
$107.00
30-Year Fee Drag per $10K
$19,815
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+28.65%

Asset Allocation

US Equity
90%
Intl Equity
8%
Cash
2%

Fee Comparison

NWZNX
1.07%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

1% more expensive than category average

Historical Returns

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

+131.22%3Y
Compare to

Fee Impact Calculator

$
%
NWZNX at 1.07%$281,539
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$99,073
Cost vs index fund−$95,885

Similar Funds (100)

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

TickerNameER
NWZNXNationwide Loomis All Cap Growth Fund1.07%
CICEXInvestment Co of America0.85%
FCNKXFidelity Contrafund0.56%
CDIRXColumbia Dividend Income Fund1.15%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
AFMFXAmerican Mutual Fund0.57%
MEIAXMFS Value Fund0.79%
OIEFXJPMorgan Equity Income Fund0.95%
FOCKXFidelity OTC Portfolio1.05%
JMUEXJPMorgan U.S. Equity Fund0.94%
MFEGXMFS Growth Fund0.83%
FMAEXFidelity Magellan Fund0.62%
VAFAXInvesco American Franchise Fund0.93%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
JVMAXDisciplined Value Mid Cap Fund0.74%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
CCIFXColumbia Seligman Technology and Information Fund0.91%
PRDGXT. Rowe Price Dividend Growth Fund, Inc.0.64%
OAKMXOakmark Fund0.91%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FRISXFranklin Rising Dividends Fund0.52%
FDYZXFranklin Dynatech Fund0.57%
GETGXVictory Sycamore Established Value Fund0.89%
JHQAXJPMorgan Hedged Equity Fund0.82%
FNIAXFidelity Advisor New Insights Fund0.90%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
PRFDXT. Rowe Price Equity Income Fund0.67%
MEFAXMassMutual Mid Cap Growth Fund1.11%
DAGVXBNY Mellon Dynamic Value Fund0.93%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
JGACXJPMorgan Growth Advantage Fund0.99%
PBCJXBlue Chip Fund0.92%
FKGRXFranklin Growth Fund0.79%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
XFBRXVIP Mid Cap Portfolio0.82%
LSITXClearBridge Large Cap Growth Fund0.64%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
DDFIXInvesco Diversified Dividend Fund1.07%
MRERXMFS Core Equity Fund0.88%
PLVJXLargeCap Value Fund III0.94%
POLRXPolen Growth Fund1.22%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
EPGAXFidelity Advisor Equity Growth Fund0.92%
PGORXPutnam Large Cap Growth Fund0.93%
MFRFXMFS Research Fund0.77%
LMPFXClearBridge Growth Fund1.13%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
JGAQXJPMorgan Value Advantage Fund0.99%
ASMMXInvesco Summit Fund1.23%
JSECXJPMorgan Small Cap Equity Fund1.24%
QVG2QVIP Growth Portfolio0.66%
CSIEXCalvert Equity Fund0.90%
BARUXBARON ASSET FUND1.04%
BSCUXBARON SMALL CAP FUND1.05%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
SHAPXClearBridge Appreciation Fund0.91%
CCASXCONESTOGA SMALL CAP FUND1.10%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
SVFIXSmead Value Fund0.90%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
BASAXBrown Advisory Small-Cap Growth Fund0.96%
AASRXAmerican Beacon Small Cap Value Fund0.77%
SGRAXAllspring Growth Fund1.15%
FMILXFidelity New Millennium Fund0.76%
FCPVXFidelity Small Cap Value Fund1.20%
LGLOXLord Abbett Growth Leaders Fund0.59%
PARMXParnassus Mid Cap Fund0.95%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
JGAVXJPMorgan U.S. Value Fund0.94%
PABVXMidCap Value Fund I1.19%
ESPAXAllspring Special Small Cap Value Fund1.17%
CSMUXCarillon Scout Mid Cap Fund0.85%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
JLCNXFundamental Large Cap Core Fund0.65%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
FAMVXFAM VALUE FUND0.99%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
DLCZXDestinations Large Cap Equity Fund0.81%
NICSXNicholas Fund, Inc.0.70%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
ANODXSmall Cap Growth Fund0.79%
CSGAXColumbia Seligman Global Technology Fund1.00%
WGROXWasatch Core Growth Fund1.17%
AQEAXColumbia Disciplined Core Fund0.94%
ATHGXHeritage Fund0.80%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
AGRCXAB Growth Fund1.10%
LSSNXLoomis Sayles Small Cap Growth Fund0.83%
CHFTXInvesco Charter Fund0.68%
MGHRXGROWTH PORTFOLIO0.73%
FGSAXFederated Hermes MDT Mid Cap Growth Fund1.15%

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