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Overall Morningstar rating is based on risk-adjusted returns for a weighted average of its applicable 3-, 5- and 10-year ratings as of .
NFW-8998AO.1

*Effective 2/20/26, the Nationwide WCM Focused Small Cap Fund underwent a subadviser change and is now called the Nationwide Renaissance Small Cap Growth Fund. Due to a strategy change, the secondary benchmark is now the Russell 2000® Growth Index. The benchmark change will be reflected on the website shortly after 2/20/26.
NFW-12598AO

Overview

Objective

The Fund seeks to provide clients with a long-term rate of return better than that of the Russell 2000 Growth.

Key features

  • Focused approach: 50-60 highest conviction names within the Russell 2000 Growth Index
  • Disciplined process: The Fund employs a disciplined decision-making process to create and manage investment in smaller-sized, growth-oriented companies
  • Growth at a reasonable price: Individual stock held typically sell at reasonable valuations are supported by above-average corporate profitability and accelerating earnings growth

Fund documentation

Additional resources

Visit the site where the prospectus, reports, and other regulatory documents are located.

Strategy overview

The Nationwide Renaissance Small Cap Growth Fund’s strategy is best described as High Quality Growth, with the portfolio as a whole consistently exhibiting the characteristics that Renaissance seeks.

Renaissance believes that a disciplined process of investing in companies with strong and consistent growth, high quality business models and characteristics exhibiting accelerating business and earnings momentum with reasonable stock valuations will lead to investment returns in excess of the Russell 2000 Growth over time. Utilizing a highly proprietary, holistic, quantitative model, Renaissance are able to accelerate and enhance idea generation, provide evidence-based, real-time monitoring of portfolio companies and ensure disciplined adherence to desired portfolio characteristics.

Renaissances focuses on identifying approximately 50-60 small-sized companies that exhibit good growth and quality characteristics, business and earnings momentum, and reasonable valuation.

Fund management

Portfolio management
Renaissance Investment Management logo

Renaissance Investment Management

Founded in 1978, Renaissance Investment Management is an investment advisor based in Greater Cincinnati, Ohio. Renaissance is a multi-disciplinary firm offering domestic and international investment strategies. The firm serves both institutional and high-net-worth clients, offering a variety of investment management strategies built on a foundation of intensive research and disciplined, process-oriented decision making. The firm serves clients both directly and through financial intermediaries.

Renaissance’s management team shares ownership of the firm in a unique partnership with Affiliated Managers Group (AMG), a publicly traded company. This structure benefits clients by providing their focused, independent, and entrepreneurial team of investment professionals the advantage of economies of scale in distribution and compliance and legal support from a larger organization. This allows their investment team to do what they do best: manage money.

Founded: 1978

Location: Greater Cincinnati, OH

Assets Under Management (AUM): $3.6 Billion (as of 12/31/25)
NFW-12600AO

Management team

Paul Radomski photo

Paul Radomski

Managing Partner, Portfolio Manager

Investing since : 1987
Fund tenure since: 2026
Education: B.S., Miami University
NFW-12597AO

Performance

Average annual returns
(as of )

YTD 1 Yr 3 Yr 5 Yr 10 Yr Since share class inception
()
Total return (%)
Return w/ sales charge (%)

Important disclosure

The results shown represent past performance; past performance does not guarantee future results. Current performance may be lower or higher than the past performance shown. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Current performance may be lower or higher than the performance data quoted.

Performance returns assume the reinvestment of all distributions. Returns for periods less than one year are not annualized. Total returns reflect a contractual expense limitation for direct annual Fund expenses for all classes for certain periods since inception, without which returns would have been lower. Pre-inception historical performance for newer share classes is based on the corresponding share class performance of a Fund's predecessor fund. If no predecessor Fund applies, historical performance is based on that of the longest existing share class, adjusted for sales charges if applicable.
NFW-8943AO

Calendar year returns
(as of )

Growth of 10K
(as of )

Fees, expenses and minimums

Gross expense ratio Prospectus
Net expense ratio Prospectus
Management actual
12b-1 actual
Minimum investment

Important disclosure

Sales charges: Class A - maximum front end sales charge of 5.75%. The maximum sales charge would be paid directly from your investment. 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 prospectus for the respective Fund for more details.
NFW-11577AO.1

Important disclosure

The expense ratios are as of the most recent prospectus. The difference between gross and net operating expenses reflects contractual fee waivers in place through February 28, 2027.

The Nationwide Mutual Funds and NFA entered into a written contract limiting annual fund operating expenses to 0.75% until at least February 28, 2027. Under the agreement, the expense cap applies to all share classes (excluding 12b-1 fees). Please see the Fund's prospectus for more details.
NFW-8944M8.1

Portfolio

Asset allocation
(as of )

  Type % Net Morningstar category average

Percentage of net assets.

Top 10 holdings
(as of )

View all holdings

Holdings are provided for informational purposes and should not be deemed as a recommendation to buy or sell the securities.

Sector allocations
(as of )

Percentage of net equity assets. Percentages may not total 100.00 due to rounding.

Portfolio characteristics
(as of )

Characteristic Fund
Sharpe ratio (%)*
Standard deviation (%)*
Alpha*
Beta*
R-squared*
Turnover rate (%)
Sortino ratio (%)*
Tracking error*

* Portfolio Characteristics are calculated based on the Fund’s Morningstar Category Index using a rolling 3-year time period. If Inception Date of the share class is less than 3 years ago, Characteristic is not available.
NFW-12439AO

Style details
(as of )

Fixed-income style

Quality
High
Med
Low
Ltd
Mod
Ext
Interest-rate sensitivity

Important disclosure

The Morningstar Style Box is a nine-square grid that provides a graphical representation of the "investment style" of mutual funds as of the date noted above. For stocks and stock funds, it classifies securities according to market capitalization (the vertical axis) and growth and value factors (the horizontal axis). A darkened square in the style box indicates the weighted average style of the portfolio.

Rankings and ratings
(as of )

Morningstar rating Quartile ranking Percentile rank
Overall
1-year
3-year
5-year
10-year
Overall Morningstar rating is based on risk adjusted returns for a weighted average of its applicable 3-, 5- and 10-year ratings as of ..

Fund risks

The Fund is subject to the risks of investing in equity securities (including small companies). Smaller companies are usually less stable in price and less liquid than larger, more established companies. Smaller companies are more vulnerable than larger companies to adverse business and economic developments and may have more limited resources. Therefore, they generally involve greater risk. Growth funds may underperform other funds that use different investing styles. The Fund may invest in more-aggressive investments such as derivatives (many of which create investment leverage and are highly volatile). The Fund may hold larger positions in fewer securities and financial instruments than other funds; therefore a change in value of a single security or instrument may have a substantial impact on the Fund's value and total return. Please refer to the most recent prospectus for a more detailed explanation of the Fund’s principal risks.
NFW-12601AO

Distributions

Distribution information

Access important year-end information shareholders will need to prepare taxes.

NFW-9187AO

[1] Russell 3000® Index: An unmanaged index that measures the performance of the 3,000 largest U.S. companies in the investable U.S. equity universe. Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. The Fund is not sponsored, endorsed, or promoted by Russell, and Russell bears no liability with respect to any such funds or securities or any index on which such funds or securities are based. Russell® is a trademark of Russell Investment Group.
NFW-12126AO

[1] Russell 2000® Growth Index: An unmanaged index that measures the performance of the small-capitalization growth segment of the U.S. equity universe; includes those Russell 2000® Index companies with higher price-to-book ratios and higher forecasted growth values. Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. The Fund is not sponsored, endorsed, or promoted by Russell, and Russell bears no liability with respect to any such funds or securities or any index on which such funds or securities are based. Russell® is a trademark of Russell Investment Group.
NFW-8964AO.1

[1] Russell 2000® Value Index: An unmanaged index that measures the performance of the small-capitalization value segment of the U.S. equity universe; includes those Russell 2000® Index companies with lower price-to-book ratios and lower forecasted growth values. Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. The Fund is not sponsored, endorsed, or promoted by Russell, and Russell bears no liability with respect to any such funds or securities or any index on which such funds or securities are based. Russell® is a trademark of Russell Investment Group.
NFW-8965AO.1

*Effective 2/20/26, the Nationwide WCM Focused Small Cap Fund underwent a subadviser change and is now managed by Renaissance Investment Management. The Fund also underwent a name change and is now called the Nationwide Renaissance Small Cap Growth Fund.
NFW-12599AO
Need more information?
We’re here to help you meet your clients’ needs. 
Mutual fund service: 1-800-848-0920
Retail mutual fund sales: 1-877-245-0761
Connect with a Nationwide Funds wholesaler or key accounts representative
NFW-10236AO.1

Read this important information

Performance represents average annual total returns, assumes the reinvestment of all distributions and reflects applicable sales charges. Total returns reflect a waiver of part of each Fund's fees for certain periods since inception, without which returns would have been lower. Average annual total returns illustrate the annual compounded returns that would have produced the cumulative total return if each Fund's performance had remained constant throughout the period indicated. Returns for periods less than one year are not annualized.
NFW-8973AO

Additional disclosures

Returns prior to the first offering of a specific share class of a Fund are based on the previous performance of other share classes of that Fund as noted below. This performance is substantially similar to what the specific share class would have produced because all share classes of a Fund invest in the same portfolio of securities. Performance assumes the reinvestment of all dividends and distributions. Performance has not been adjusted to reflect differences in applicable sales charges for individual classes, which if reflected may have resulted in higher or lower performance for the specific share class. Performance has been adjusted to reflect different expense levels for individual classes.
NFW-8982AO

Class A

Nationwide Schroders Global Equity Fund Class A shares performance prior to inception (11/19/12) is based on performance of Class A shares of the Fund's predecessor fund. Nationwide Invesco Core Plus Bond Fund Class A shares performance prior to inception (4/24/13) is based on performance of the Fund's Class R6 shares (which is based on performance of the Fund's predecessor fund). Nationwide Bailard Cognitive Value Fund, Nationwide Bailard International Equities Fund, Nationwide Bailard Technology & Science Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Geneva Small Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide NYSE Arca Tech 100 Index Fund, and Nationwide Renaissance Small Cap Growth Fund Class A shares performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor fund. Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Class A shares performance prior to inception (12/13/19) is based on performance of Shares of the Predecessor Fund.
NFW-8983AO.10

Institutional Service Class

Nationwide BNY Mellon Dynamic U.S. Core Fund Institutional Service Class shares performance prior to inception (11/30/11) is based on performance of the Fund's Class R6 shares. Nationwide Schroders Global Equity Fund Institutional Service Class shares performance prior to inception (11/19/12) is based on performance of the Fund's Class R6 shares (which is based on performance of Class Y shares of the Fund's predecessor fund). Nationwide Invesco Core Plus Bond Fund Institutional Service Class shares performance prior to inception (4/24/13) is based on performance of the Fund's Class R6 shares (which is based on performance of the Fund's predecessor fund). Nationwide Bailard Cognitive Value Fund, Nationwide Bailard International Equities Fund, Nationwide Bailard Technology & Science Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Geneva Small Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide NYSE Arca Tech 100 Index Fund, and Nationwide Renaissance Small Cap Growth Fund Institutional Service Class shares performance prior to inception (9/16/13) is based on performance of Fiduciary Class shares of each Fund's predecessor fund. Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Institutional Service Class shares performance prior to inception (12/13/19) is based on performance of Shares of the Predecessor Fund.
NFW-8986AO.12

Class R6

Nationwide Schroders Global Equity Fund Class R6 shares performance prior to inception (11/19/12) is based on performance of Class Y shares of the Fund's predecessor fund. Nationwide Invesco Core Plus Bond Fund Class R6 shares performance prior to inception (4/22/13) is based on performance of the Fund's predecessor fund. Nationwide Bailard Cognitive Value Fund, Nationwide Bailard International Equities Fund, Nationwide Bailard Technology & Science Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Geneva Small Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide NYSE Arca Tech 100 Index Fund, and Nationwide Renaissance Small Cap Growth Fund Class R6 shares performance prior to inception (9/18/13) is based on performance of the Fund's Institutional Service Class shares (which is based on performance of Fiduciary Class shares of the Fund's predecessor fund). Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Class R6 shares performance prior to inception (12/13/19) is based on performance of Shares of the Predecessor Fund.
NFW-8985AO.10

Eagle Class

Nationwide Loomis All Cap Growth Fund Eagle Class shares performance prior to inception (6/27/18) is based on performance of the Fund's Institutional Service Class shares. Nationwide BNY Mellon Dynamic U.S. Core Fund Eagle Class shares performance prior to inception (9/28/18) is based on performance of the Fund's Institutional Service Class shares. Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Eagle Class shares performance prior to inception (12/13/19) is based on performance of Shares of the Predecessor Fund.
NFW-8987AO.5

Class K

Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Class K shares performance prior to inception (12/13/19) is based on performance of Shares of the Predecessor Fund.
NFW-8972AO.2

Morningstar Ratings disclosure

Morningstar Ratings reflect risk-adjusted performance. The Morningstar RatingTM 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 (excluding the effects of sales charges and loads) emphasizing downward variations and rewarding consistency. Ratings are subject to change every month. The top 10% of 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.

Ratings are based on specific class performance of each fund. 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. The Morningstar Rating does not include any adjustment for sales loads.

© 2026 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (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.
NFW-8989AO.3