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 Mutual Funds List

1 to 25 of 162 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Nationwide Strategic Income Fund Institutional Service ClassNWXHXMultisector Bond—2.31%100.610%Below AverageInstitutional$50,000
Nationwide Strategic Income Fund Class ANWXEXMultisector Bond—2.16%120.900%Below AverageFront Load$2,000
Nationwide NYSE Arca Tech 100 Index Fund Institutional Service ClassNWJFXLarge Growth
27.56%20.430%Below AverageNo Load$50,000
Nationwide Strategic Income Fund Class R6NWXGXMultisector Bond—2.41%90.490%Below AverageRetirement, Large$1M
Nationwide Destination Retirement Fund Class R6NWEIXTarget-Date Retirement
4.92%280.460%Above AverageRetirement, Large$1M
Nationwide NYSE Arca Tech 100 Index Fund Class R6NWJEXLarge Growth
27.69%20.300%LowRetirement, Large$1M
Nationwide Bailard International Equities Fund Class MNWHLXForeign Large Blend
13.41%130.680%Below AverageNo Load$5,000
Nationwide Schroders Global Equity Fund Institutional Service ClassGGESXGlobal Large-Stock Blend
8.85%731.020%HighInstitutional$50,000
Nationwide Loomis Short Term Bond Fund Class R6NWJUXShort-Term Bond
1.42%230.430%Above AverageRetirement, Large$1M
Nationwide Schroders Global Equity Fund Class AGGEAXGlobal Large-Stock Blend
8.74%741.100%Below AverageFront Load$2,000
Nationwide BNY Mellon Dynamic U.S. Core Fund Class ANMFAXLarge Blend
12.24%570.840%Below AverageFront Load$2,000
Nationwide S&P 500 Index Fund Service ClassGRMSXLarge Blend
13.32%430.580%Below AverageNo Load$25,000
Nationwide Investor Destinations Moderately Conservative Fund Class R6GMIMXGlobal Moderately Conservative Allocation
5.39%290.570%AverageRetirement, Large$1M
Nationwide Bailard International Equities Fund Class R6NWHMXForeign Large Blend
13.51%120.680%Below AverageRetirement, Large$1M
Nationwide BNY Mellon Dynamic U.S. Core Fund Institutional Service ClassNGISXLarge Blend
12.51%540.590%Below AverageInstitutional$50,000
Nationwide Loomis Short Term Bond Fund Institutional Service ClassNWJVXShort-Term Bond
1.33%280.530%Above AverageInstitutional$50,000
Nationwide NYSE Arca Tech 100 Index Fund Class ANWJCXLarge Growth
27.34%20.640%LowFront Load$2,000
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Class KNWAMXLarge Value
18.55%350.700%LowRetirement, Medium$2,500
Nationwide S&P 500 Index Fund Institutional Service ClassGRISXLarge Blend
13.47%400.430%LowInstitutional$50,000
Nationwide Investor Destinations Moderate Fund Institutional Service ClassNWWJXGlobal Moderate Allocation
7.76%490.620%Below AverageInstitutional$50,000
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Eagle ClassNWAPXLarge Value
18.64%350.700%AverageNo Load$50,000
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Class ANWALXLarge Value
18.37%371.100%Above AverageFront Load$2,000
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Class R6NWANXLarge Value
18.65%350.600%AverageRetirement, Large$1M
Nationwide Investor Destinations Moderate Fund Class R6GMDIXGlobal Moderate Allocation
7.81%480.530%Below AverageRetirement, Large$1M
Nationwide Schroders Global Equity Fund Class R6GGEIXGlobal Large-Stock Blend
9.07%710.770%AverageRetirement, Large$1M

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

  • Category

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

  • 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.

  • 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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