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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.
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 share 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 share classes.
Class A
Nationwide Global Sustainable 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 BNY Mellon Core Plus Bond Fund 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 WCM Focused Small Cap 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.
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.
Class R6
Nationwide Global Sustainable 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 BNY Mellon Core Plus Bond Fund 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 WCM Focused Small Cap 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.
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 Loomis Core Bond Fund Eagle Class shares performance prior to inception (12/4/24) 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 Janus Henderson Overseas Fund Eagle Class shares performance prior to inception (6/3/19) is based on performance of Institutional Class shares of the Fund’s predecessor fund from 2/2/15 through 6/2/19. 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.
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 Global Sustainable 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 BNY Mellon 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 WCM Focused Small Cap 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 Janus Henderson Overseas Fund Institutional Service Class shares performance prior to inception (6/3/19) is based on performance of Institutional Class shares of the Fund’s predecessor fund from 2/2/15 through 6/2/19. 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.
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.
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