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Morningstar Ratings

Disclosure

Past performance does not guarantee future results.

Morningstar Ratings reflect risk-adjusted performance. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with the Fund's 3-, 5- and 10-year (if applicable) periods.

Morningstar Ratings metrics. Morningstar Ratings are based solely on a proprietary mathematical formula based on measures of risk and performance that it recalculates each month. The ratings formula measures the amount of variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees) emphasizing downward variations and rewarding consistency. Ratings are subject to change every month. The top 10% of the funds in the category receive 5 stars; the next 22.5%, 4 stars; the next 35%, 3 stars; the next 22.5%, 2 stars; and the bottom 10%, 1 star. Other share classes may have different performance characteristics.

Ratings are based on each fund’s Class A performance. Current Fund performance may be higher or lower, which may change a fund’s star rating. Despite high ratings, funds may have experienced negative performance during the period. Performance may reflect a waiver of part of a fund's fees for certain periods since inception, without which returns would have been lower.

Ratings (load waived) do not reflect any applicable sales charges or 12b-1 fees for Class A shares. Ratings (with load) reflect applicable sales charges for Class A shares. Class A shares have up to a 5.75% front-end sales charge and a 12b-1 fee of 0.25%. Class A shares of the Nationwide Alternatives Allocation Fund, Nationwide Bond Fund, Nationwide Bond Index Fund and Nationwide Government Bond Fund have up to a 4.25% front-end sales charge and a 12b-1 fee of 0.25%. The Nationwide Enhanced Income Fund and Nationwide Short Duration Bond Fund have up to a 2.25% front-end sales charge and a 12b-1 fee of 0.25%. Investors may be able to reduce or eliminate front-end sales charges on Class A shares, based on investment size. Please consult the most recent summary prospectus and/or prospectus for the respective Fund for more details.

© 2012 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 

Nationwide Fund Distributors LLC is not an affiliate of Morningstar, Inc.

Class A ratings as of April 30, 2012.
Morningstar Ratings Overall 3 year 5 year 10 year
Nationwide Bond FundMorningstar Category: US OE Intermediate-Term Bond
rating (with load)
rating (load waived)
funds in category10061006865589
Nationwide Growth FundMorningstar Category: US OE Large Growth
rating (with load)
rating (load waived)
funds in category146514651273820
Nationwide U.S. Small Cap Value FundMorningstar Category: US OE Small Value
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category292292254147
Nationwide Destination 2030 FundMorningstar Category: US OE Target Date 2026-2030
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category19019013516
Nationwide International Index FundMorningstar Category: US OE Foreign Large Blend
rating (with load)
rating (load waived)
funds in category722722560312
Nationwide Investor Destinations Moderately Conservative FundMorningstar Category: US OE Conservative Allocation
rating (with load)
rating (load waived)
funds in category545545466171
Nationwide Investor Destinations Moderately Aggressive FundMorningstar Category: US OE Aggressive Allocation
rating (with load)
rating (load waived)
funds in category320320296109
Nationwide Investor Destinations Moderate FundMorningstar Category: US OE Moderate Allocation
rating (with load)
rating (load waived)
funds in category842842749404
Nationwide Investor Destinations Conservative FundMorningstar Category: US OE Conservative Allocation
rating (with load)
rating (load waived)
funds in category545545466171
Nationwide Investor Destinations Aggressive FundMorningstar Category: US OE Large Blend
rating (with load)
rating (load waived)
funds in category157215721379842
Nationwide Small Cap Index FundMorningstar Category: US OE Small Blend
rating (with load)
rating (load waived)
funds in category584584495304
Nationwide Short Duration Bond FundMorningstar Category: US OE Short-Term Bond
rating (with load)
rating (load waived)
funds in category347347324186
Nationwide Destination 2040 FundMorningstar Category: US OE Target Date 2036-2040
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category18718711916
Nationwide Destination 2045 FundMorningstar Category: US OE Target Date 2041-2045
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category107107620
Nationwide Destination 2050 FundMorningstar Category: US OE Target Date 2046-2050
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category143143456
Nationwide Bond Index FundMorningstar Category: US OE Intermediate-Term Bond
rating (with load)
rating (load waived)
funds in category10061006865589
Nationwide Government Bond FundMorningstar Category: US OE Intermediate Government
rating (with load)
rating (load waived)
funds in category318318292241
Nationwide Mid Cap Market Index FundMorningstar Category: US OE Mid-Cap Blend
rating (with load)
rating (load waived)
funds in category384384313199
Nationwide S&P 500 Index FundMorningstar Category: US OE Large Blend
rating (with load)
rating (load waived)
funds in category157215721379842
Nationwide Destination 2025 FundMorningstar Category: US OE Target Date 2021-2025
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category114114640
Nationwide Destination 2020 FundMorningstar Category: US OE Target Date 2016-2020
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category19019013521
Nationwide Destination 2010 FundMorningstar Category: US OE Target Date 2000-2010
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category14614611816
Nationwide Destination 2015 FundMorningstar Category: US OE Target Date 2011-2015
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category132132805
Nationwide Destination 2035 FundMorningstar Category: US OE Target Date 2031-2035
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category108108640
Nationwide Enhanced Income FundMorningstar Category: US OE Ultrashort Bond
rating (with load)
rating (load waived)
funds in category85858051
Nationwide International Value FundMorningstar Category: US OE Foreign Large Value
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category319319264150
Nationwide FundMorningstar Category: US OE Large Blend
rating (with load)
rating (load waived)
funds in category157215721379842
Nationwide Retirement Income FundMorningstar Category: US OE Retirement Income
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category2372379020
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NFW-1993AO.4

The Nationwide Mutual Funds described in this site are sold only to persons residing in the United States. Investing in mutual funds involves risk, including the possible loss of principal. Investors’ shares, when redeemed, may be worth more or less than their original cost. Investors should carefully consider a fund’s (and, if applicable, each of its underlying funds’) investment objectives, risks, fees, charges and expenses before investing any money. To obtain this and other information on Nationwide Funds, please call 1-800-848-0920 to request a prospectus. Please read it carefully before investing any money.

Nationwide Funds distributed by Nationwide Fund Distributors LLC, Member FINRA. 1000 Continental Drive, Suite 400, King of Prussia, PA 19406.

Nationwide, the Nationwide framemark, Nationwide Funds and On Your Side are federally registered service marks of Nationwide Mutual Insurance Company. Nationwide Funds Group is a service mark of Nationwide Mutual Insurance Company.

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