Mutual fund tax information for shareholders

Form 8937: Report of organizational actions affecting the cost basis of securities

See the impact of certain fund organizational changes on cost basis numbers.

2025 Cost Basis of Securities

• Nationwide Destination 2025 Fund - Form 8937 (PDF)
• Nationwide Bond Fund - Form 8937 (PDF)

2023 cost basis of securities

• Nationwide GQG US Quality Equity Fund - Form 8937 (PDF)

2020 cost basis of securities

• Nationwide Destination Retirement Fund - January Form 8937 (PDF)
• Nationwide Destination Retirement Fund - June Form 8937 (PDF)
• NW Destination 2025 Fund - 2020 Form 8937 (PDF)
• NW Destination 2030 Fund - 2020 Form 8937 (PDF)
• NW Destination 2035 Fund - 2020 Form 8937 (PDF)
• NW Destination 2040 Fund - 2020 Form 8937 (PDF)
• NW Destination 2045 Fund - 2020 Form 8937 (PDF)
• NW Destination 2050 Fund - 2020 Form 8937 (PDF)
• NW Destination 2055 Fund - 2020 Form 8937 (PDF)
• NW Destination 2060 Fund - 2020 Form 8937 (PDF)
• NW Destination 2065 Fund - 2020 Form 8937 (PDF)
• NW Emerging Markets Debt Fund - 2020 Form 8937 (PDF)
• NW ID Aggressive Fund - 2020 Form 8937 (PDF)
• NW ID Conservative Fund - 2020 Form 8937 (PDF)
• NW ID Moderate Fund - 2020 Form 8937 (PDF)
• NW ID Moderately Aggressive Fund - 2020 Form 8937 (PDF)
• NW ID Moderately Conservative Fund - 2020 Form 8937 (PDF)

2019 cost basis of securities

• Nationwide Dynamic U.S. Growth Fund - Form 8937 (PDF)

2017 cost basis of securities

• Nationwide Amundi World Bond Fund – 2017 Form 8937 (PDF)
• Nationwide Core Plus Bond Fund – 2017 Form 8937 (PDF)
• Nationwide Inflation-Protected Securities Fund – 2017 Form 8937 (PDF)
• Nationwide Portfolio Completion Fund – 2017 Form 8937 (PDF)

2016 cost basis of securities

• Nationwide Government Bond Fund – 2016 Form 8937 (PDF)
• Nationwide Highmark Small Cap Core Fund – 2016 Form 8937 (PDF)
• NVIT Large Cap Growth Fund – 2016 Form 8937 (PDF)
• NVIT Emerging Markets Fund – 2016 Form 8937 (PDF)

2015 cost basis of securities

• Nationwide Fund 2015 – Form 8937 (PDF)
• Nationwide HighMark Large Cap Core Equity Fund – 2015 Form 8937 (PDF)

2014 cost basis of securities

Nationwide HighMark Short Term Bond Fund – 2014 Form 8937 (PDF)

2013 cost basis of securities

• Nationwide Bailard Cognitive Value Fund – 2013 Form 8937 (PDF)
• Nationwide Bailard International Equities Fund – 2013 Form 8937 (PDF)
• Nationwide Bailard Technology & Science Fund – 2013 Form 8937 (PDF)
• Nationwide Core Plus Bond Fund – 2013 Form 8937 (PDF)
• Nationwide Geneva Mid Cap Growth Fund – 2013 Form 8937 (PDF)
• Nationwide Geneva Small Cap Growth Fund – 2013 Form 8937 (PDF) 
• Nationwide HighMark Balanced Fund – 2013 Form 8937 (PDF)
• Nationwide HighMark Bond Fund – 2013 Form 8937 (PDF) 
• Nationwide HighMark California Intermediate Tax Free Bond Fund – 2013 Form 8937 (PDF) 
• Nationwide HighMark Large Cap Core Equity Fund – 2013 Form 8937 (PDF)
• Nationwide HighMark Large Cap Growth Fund – 2013 Form 8937 (PDF) 
• Nationwide HighMark National Intermediate Tax Free Bond Fund – 2013 Form 8937 (PDF)
• Nationwide Highmark Short Term Bond Fund – 2013 Form 8937 (PDF)
• Nationwide HighMark Small Cap Core Fund – 2013 Form 8937 (PDF) 
• Nationwide HighMark Value Fund – 2013 Form 8937 (PDF) 
• Nationwide Ziegler NYSE Arca Tech 100 Index Fund – 2013 Form 8937 (PDF)
• Nationwide Ziegler Equity Income Fund – 2013 Form 8937 (PDF)
• Nationwide Ziegler Wisconsin Tax Exempt Fund – 2013 Form 8937 (PDF)

2012 cost basis of securities

• Nationwide Global Equity Fund – 2012 Form 8937 (PDF)
• Nationwide High Yield Bond Fund – 2012 Form 8937 (PDF)
• Nationwide HighMark Large Cap Value Fund – 2012 Form 8937 (PDF)