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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 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.

© 2011 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 January 31, 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 category10151015863576
Nationwide Retirement Income FundMorningstar Category: US OE Retirement Income
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category2252258320
Nationwide Enhanced Income FundMorningstar Category: US OE Ultrashort Bond
rating (with load)
rating (load waived)
funds in category85857948
Nationwide Government Bond FundMorningstar Category: US OE Intermediate Government
rating (with load)
rating (load waived)
funds in category311311297233
Nationwide International Index FundMorningstar Category: US OE Foreign Large Blend
rating (with load)
rating (load waived)
funds in category729729547315
Nationwide International Value FundMorningstar Category: US OE Foreign Large Value
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category329329261149
Nationwide Investor Destinations Aggressive FundMorningstar Category: US OE Large Blend
rating (with load)
rating (load waived)
funds in category160116011361819
Nationwide Investor Destinations Conservative FundMorningstar Category: US OE Conservative Allocation
rating (with load)
rating (load waived)
funds in category538538445173
Nationwide Investor Destinations Moderate FundMorningstar Category: US OE Moderate Allocation
rating (with load)
rating (load waived)
funds in category844844723384
Nationwide Investor Destinations Moderately Aggressive FundMorningstar Category: US OE Aggressive Allocation
rating (with load)
rating (load waived)
funds in category315315265103
Nationwide Investor Destinations Moderately Conservative FundMorningstar Category: US OE Conservative Allocation
rating (with load)
rating (load waived)
funds in category538538445173
Nationwide Mid Cap Market Index FundMorningstar Category: US OE Mid-Cap Blend
rating (with load)
rating (load waived)
funds in category379379309201
Nationwide S&P 500 Index FundMorningstar Category: US OE Large Blend
rating (with load)
rating (load waived)
funds in category160116011361819
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 category304304256144
Nationwide Small Cap Index FundMorningstar Category: US OE Small Blend
rating (with load)
rating (load waived)
funds in category573573487287
Nationwide Short Duration Bond FundMorningstar Category: US OE Short-Term Bond
rating (with load)
rating (load waived)
funds in category353353316179
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 category105105500
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 category1751759916
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 category104104480
Nationwide Destination 2050 FundMorningstar Category: US OE Target Date 2050+
rating (with load)N/AN/A
rating (load waived)N/AN/A
funds in category148148256
Nationwide FundMorningstar Category:
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 category1501509916
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 category121121605
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 category17817810621
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 category111111500
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 category17817810616
Nationwide Growth FundMorningstar Category: US OE Large Growth
rating (with load)
rating (load waived)
funds in category147014701255786
Nationwide Bond Index FundMorningstar Category: US OE Intermediate-Term Bond
rating (with load)
rating (load waived)
funds in category10151015863576
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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.

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