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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 9 of 9 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 Instl SvcNWXHXMultisector Bond—7.93%210.610%Below AverageInstitutional$50,000
Nationwide Amundi Strat Inc R6NWXGXMultisector Bond—8.03%190.490%LowRetirement, Large$1.0 Mil
Nationwide BNY Mellon Dyn US Eq Inc KNWAMXLarge Value17.82%210.760%LowRetirement, Medium$2,500
Nationwide GQG US Quality Eq ANWAUXLarge Blend28.25%20.990%AverageFront Load$2,000
Nationwide GQG US Quality Eq EagleNWAYXLarge Blend28.51%10.590%Below AverageNo Load$50,000
Nationwide GQG US Quality Eq Instl SerNWAWXLarge Blend28.29%20.740%AverageInstitutional$50,000
Nationwide GQG US Quality Eq R6NWAVXLarge Blend28.48%20.490%Below AverageRetirement, Large$1.0 Mil
Nationwide Geneva Small Cap Gr Instl SvcNWKDXSmall Growth14.55%260.940%AverageInstitutional$50,000
Nationwide Geneva Small Cap Gr R6NWKCXSmall Growth14.67%250.830%AverageRetirement, Large$1.0 Mil

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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