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Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
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This is a list of Nationwide Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Nationwide Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Nationwide Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Nationwide Funds.
This page includes relevant dividend information on Nationwide Funds.
The table below illustrates valuable information regarding the primary fund manager for Nationwide Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Nationwide Funds.
This list includes asset allocation proportions of the underlying holdings for Nationwide Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Nationwide Investor Destinations Moderately Aggressive Fund | A (NDMAX) | Fund of Funds | $1,565.18 | 1.62% | 72.83% | 0.53% | 3.04 |
| Nationwide International Index Fund | Inst (GIXIX) | International and Foreign Large-Cap Blend Equity | $1,343.76 | 8.64% | 73.74% | 0.31% | 6.92 |
| Nationwide Investor Destinations Moderate Fund | A (NADMX) | Fund of Funds | $1,269.44 | 2.07% | 68.21% | 0.54% | 3.04 |
| Nationwide Core Plus Bond Fund | Inst (NWCIX) | U.S. Investment-Grade Bond | $1,191.66 | 6.45% | 30.02% | 0.49% | 17.09 |
| Nationwide Geneva Small Cap Growth Fund | A (NWHZX) | U.S. Small-Cap Growth Equity | $1,119.06 | 12.82% | 22.19% | 1.24% | 10.47 |
| Nationwide S&P 500 Index Fund | S (GRMSX) | U.S. Large-Cap Blend Equity | $1,112.21 | 3.34% | 86.11% | 0.57% | 6.92 |
| Nationwide Fund | S (MUIFX) | U.S. Large-Cap Blend Equity | $1,060.63 | 16.53% | 19.70% | 0.71% | 2.05 |
| Nationwide Investor Destinations Aggressive Fund | A (NDAAX) | Fund of Funds | $1,001.75 | 12.40% | 4.62% | 0.54% | 3.04 |
| Nationwide Bond Index Fund | Inst (GBXIX) | U.S. Investment-Grade Bond | $907.19 | 6.51% | 29.00% | 0.26% | 9.92 |
| Nationwide Mid Cap Market Index Fund | Inst (GMXIX) | U.S. Mid-Cap Blend Equity | $857.82 | -5.36% | 92.81% | 0.27% | 6.92 |
| Nationwide Ziegler NYSE Arca Tech 100 Index Fund | A (NWJCX) | Technology Equity | $701.21 | 21.64% | 49.43% | 0.74% | 17.64 |
| Nationwide Investor Destinations Conservative Fund | A (NDCAX) | North America | $666.50 | 8.03% | 37.87% | 0.53% | 3.04 |
| Nationwide Geneva Mid Cap Growth Fund | A (NWHVX) | U.S. Mid-Cap Growth Equity | $590.44 | -10.94% | 95.63% | 1.14% | 20.92 |
| Nationwide International Small Cap Fund | Inst (NWXUX) | International and Foreign Small & Mid-Cap Blend Equity | $544.02 | 3.85% | 69.88% | 1.03% | 1.75 |
| Nationwide Government Money Market Fund | Other (MIFXX) | Money Market | $538.68 | 0.00% | 82.09% | 0.57% | 10.67 |
| Nationwide Investor Destinations Moderately Conservative Fund | A (NADCX) | Fund of Funds | $437.25 | 3.26% | 52.02% | 0.55% | 3.04 |
| Nationwide Loomis Core Bond Fund | S (NWJJX) | U.S. Investment-Grade Bond | $408.55 | 7.46% | 17.50% | 0.73% | 2.05 |
| Nationwide Loomis All Cap Growth Fund | A (NWZLX) | U.S. Large-Cap Growth Equity | $381.66 | 10.43% | 66.96% | 1.41% | 2.5 |
| Nationwide Bond Fund | S (MUIBX) | Intermediate-Term Bond | $366.60 | 10.44% | 9.34% | 0.57% | 15.84 |
| Nationwide Destination 2030 Fund | Inst (NWIIX) | Target Date | $322.64 | 3.30% | 79.26% | 0.14% | 3.04 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Nationwide is a company that sells mutual funds with $20,624M in assets under management. The average expense ratio from all mutual funds is 0.82%. 59.56% of all the mutual funds are no load funds. The oldest fund launched was in 1933. The average manager tenure for all managers at Nationwide is 5.18 years. The company offers investors 49 mutual funds, in terms of the number of individual fund symbols.
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