Morningstar

Nationwide Mutual Funds

View all of Nationwide’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Nationwide Funds List

Share Class Type

1 to 25 of 161 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Nationwide Amundi Strat Inc R6NWXGXMultisector Bond—8.03%170.490%LowRetirement, Large$1.0 Mil
Nationwide BNY Mellon Dyn US Eq Inc EglNWAPXLarge Value18.02%210.760%AverageNo Load$50,000
Nationwide BNY Mellon Dyn US Eq Inc KNWAMXLarge Value17.94%220.760%LowRetirement, Medium$2,500
Nationwide BNY Mellon Dyn US Eq Inc R6NWANXLarge Value18.04%210.660%Above AverageRetirement, Large$1.0 Mil
Nationwide GQG US Quality Eq ANWAUXLarge Blend28.63%20.990%AverageFront Load$2,000
Nationwide GQG US Quality Eq EagleNWAYXLarge Blend28.97%10.590%Below AverageNo Load$50,000
Nationwide GQG US Quality Eq Instl SerNWAWXLarge Blend28.67%10.740%AverageInstitutional$50,000
Nationwide GQG US Quality Eq R6NWAVXLarge Blend28.85%10.490%Below AverageRetirement, Large$1.0 Mil
Nationwide Geneva Small Cap Gr Instl SvcNWKDXSmall Growth13.74%270.940%AverageInstitutional$50,000
Nationwide Geneva Small Cap Gr R6NWKCXSmall Growth13.85%260.830%AverageRetirement, Large$1.0 Mil
Nationwide Amundi Strat Inc ANWXEXMultisector Bond—7.64%310.990%AverageFront Load$2,000
Nationwide Amundi Strat Inc Instl SvcNWXHXMultisector Bond—7.93%200.610%Below AverageInstitutional$50,000
Nationwide BNY Mellon Cr Pl Bd ESGR6NWCIXIntermediate Core-Plus Bond5.98%310.490%HighRetirement, Large$1.0 Mil
Nationwide BNY Mellon Cr Pl BdESGInsSvcNWCSXIntermediate Core-Plus Bond5.90%350.600%HighInstitutional$50,000
Nationwide BNY Mellon Dyn US Eq Inc ANWALXLarge Value17.79%231.160%Above AverageFront Load$2,000
Nationwide BNY Mellon Dyn US Eq Inc I.SNWAOXLarge Value17.97%210.910%HighInstitutional$50,000
Nationwide Bailard Cogntv Val MNWHFXSmall Value9.17%350.940%Below AverageNo Load$5,000
Nationwide Bailard Cogntv Val R6NWHGXSmall Value9.24%340.940%Above AverageRetirement, Large$1.0 Mil
Nationwide Bailard Intl Eqs ANWHJXForeign Large Blend14.51%141.220%Above AverageFront Load$2,000
Nationwide Bailard Intl Eqs Instl SvcNWHNXForeign Large Blend14.70%120.930%Above AverageInstitutional$50,000
Nationwide Bailard Intl Eqs MNWHLXForeign Large Blend14.74%120.890%AverageNo Load$5,000
Nationwide Bailard Intl Eqs R6NWHMXForeign Large Blend14.74%120.890%HighRetirement, Large$1.0 Mil
Nationwide Bailard Tech & Sci ANWHOXTechnology21.93%301.230%AverageFront Load$2,000
Nationwide Bailard Tech & Sci Instl SvcNWHUXTechnology22.15%280.990%Above AverageInstitutional$50,000
Nationwide Bailard Tech & Sci MNWHQXTechnology22.24%280.910%Below AverageNo Load$5,000

Nationwide Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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