nationwide investment fund performance

A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. Currency. Despite high ratings, funds may have experienced negative performance during the period. Name. Objective And Strategy Objective Seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the S&P MidCap 400. Please refer to the summary prospectus for a more detailed explanation of the Funds’ principal risks. Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. Please see the Fund's prospectus for more detail. We offer our Clients a range of services. Investment Performance. Fund pursues its objective for growth of capital, but also income, with a less aggressive level of risk by investing considerably in Underlying Funds that invest in equity securities, such as common stocks of U.S. and international companies, that the investment adviser believes offer opportunities for capital growth. See Nationwide Destination 2035 Fund (NWLAX) mutual fund ratings from all the top fund analysts in one place. November 2020 Fund Performance. Core Fund (NMFAX) mutual fund ratings from all the top fund analysts in one place. This site uses cookies and by using the site you are consenting to this. Expense ratios are as of the most recent prospectus. Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made solely on returns. Cancel Continue. Search by asset class/fund group, performance type or share class to view and compare pricing and performance of Nationwide Financial mutual funds. To obtain the most recent month-end performance, go to etf.nationwide.com or call 800-617-0004. As always, this rating system is designed to be used as a first step in the fund evaluation process. MSCI USA Index: An unmanaged index created by Morgan Stanley Capital International (MSCI) that measures the performance of the large and mid cap segments of the U.S. market. You can log into your Aegon Customer Dashboard. Find out why we use cookies and how to manage your settings. Standardized performance represents the past performance of the funds, including the deduction of underlying fund fees and the $240 flat insurance fee. To obtain the most recent month-end performance, go to etf.nationwide.com or call 800-617-0004. You can invest through us when you're a member of Nationwide. The Nationwide Retirement Institute is a division of NISC. Performance figures shown do not reflect the cost of optional riders. Objective And Strategy Objective Seeks daily investment results, before fees and expenses, that correspond to the inverse (-1x) of the daily performance of the S&P MidCap 400. Call 800-617-0004 to request a summary prospectus and/or a prospectus, or download prospectuses at etf.nationwide.com. This information is not meant to be used as investment advice. The table below shows you our latest investment returns and historical performance for each of the 24 investment options. S&P 500® Index: An unmanaged, market capitalization-weighted index of 500 stocks of leading large-cap U.S. companies in leading industries; gives a broad look at the U.S. equities market and those companies' stock price performance. Add to Your Watchlists. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. Not all Nationwide affiliated … Add to Your Watchlists. We read every comment but unfortunately, we won't be able to respond to you directly. The Nationwide Retirement Institute is a division of NISC. As always, this rating system is designed to be used as a first step in the fund evaluation process. Performance is presented beginning with the separate account inception date. Zero administrative fees 4 This information is not meant to be used as investment advice. You can confirm our registration on the FCA's website (https://www.fca.org.uk). Zero administrative fees 4 We're sorry to hear that. ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. Nationwide shares are bought and sold at market price (not … Name. Nationwide Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 106078. This report contains a breakdown of the previous months overall top performing funds and Index Funds. See Nationwide S&P 500 Index Fund (GRMAX) mutual fund ratings from all the top fund analysts in one place. A high rating alone is not sufficient basis upon which to make an investment decision. Fund pursues its objective for growth of capital, but also income, with a less aggressive level of risk by investing considerably in Underlying Funds that invest in equity securities, such as common stocks of U.S. and international companies, that the investment adviser believes offer opportunities for capital growth. November 2020 Fund Performance Download the full performance report below. Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide Funds Group and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. To obtain the most recent month-end performance, go to etf.nationwide.com or call 800-617-0004. This and other important information is contained in the fund's prospectus, which can be obtained from your investment professional or by contacting Nationwide. Actions. If the cost were included, performance figures would be lower. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested. Performance figures shown do not reflect the cost of optional riders. Cancel Add. If a fund was added after the separate account inception date, performance is shown as of the date the fund was added. Find historical fund … Current performance may be lower or higher than the past performance shown, which does not guarantee future results. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. The fund has returned 13.27 percent over the past year, 10.45 percent over the past three years, 11.62 percent over the past five years, and 12.25 percent over the past decade. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of companies included in the MSCI EAFE Index and in derivative instruments linked to the … You can log into your Aegon Customer Dashboard to manage your investment funds online, and review your fund performance with up-to-date valuations. Actions. More Apply Cancel Actions. A class share ratings no longer reflect sales charges. You can also click on each option to see more detail about the investment strategy, asset classes, funds and managers. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Nationwide Investor Destinations Aggressive Fund Service Class. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. No fees or expenses have been reflected. Standardized average total returns represent past performance based on a hypothetical investment of $1,000. For most recent quarter-end performance, view the fund’s fact sheets here: RBUS, RBIN, MXDU. Research information including trailing returns and hypothetical growth for Nationwide Small Cap Index Fund. Historical performance is not a reliable indicator of future performance. The Fund employs a "passive" management approach, investing in a Portfolio of securities whose performance seeks to match the performance of the MSCI EAFE Index before the deduction of Fund expenses. The fund does not seek to achieve its stated investment objective over a period of time greater than a single day. The fund does not seek to achieve its stated investment objective over a period of time greater than a single day. Nationwide may receive payments from mutual funds or their affiliates in connection with certain investment options. You can also select 'View the funds table' below to see detailed information for all funds, KIID documents, and other useful information. Nationwide FreedomPro ® Investment Fiduciary Services from Morningstar Associates; Fund lineup selection and monitoring; Competitive fixed rate 1; Over 30 mutual funds from the majority of asset classes; Participant Solutions Center for big-picture participant guidance beyond a 457 2,3; Nationwide FreedomPro+ ® 5. Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns. The Nationwide Retirement Institute is a division of NISC. GMIAX: Nationwide Investor Destinations Moderately Aggressive Fund Class R6 - Fund Performance Chart. You can also click on each option to see more detail about the investment strategy, asset classes, funds and managers. Cancel Add. This and other important information is contained in the fund's prospectus, which can be obtained from your investment professional or by contacting Nationwide. MSCI EAFE Index: An unmanaged, free float-adjusted, market capitalization-weighted index that is designed to measure the performance of large-cap and mid-cap stocks in developed markets as determined by MSCI; excludes the United States and Canada. The results shown represent past performance; past performance does not guarantee future results. See Nationwide Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others. Past performance is not a guide to future performance. See Nationwide Destination 2035 Fund (NWLAX) mutual fund ratings from all the top fund analysts in one place. Access these tables for a list of Nationwide Exchange Traded Funds' Frequency Distribution of Premiums and Discounts. There is no assurance that the investment objectives of any fund will be achieved. KEY RISKS: The Funds are subject to the risks of investing in equity securities. Fund Allocation Model performance is available in different formats. Other funds provided through Legal & General Investment Management. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. See performance data and interactive charts for Nationwide Small Cap Index Fund (GMRAX). It also invests to a lesser extent in Underlying Funds that invest in … The general distributor for variable products is Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, Ohio. GAFRX: Nationwide Investor Destinations Aggressive Fund Class R - Fund Performance Chart. See Nationwide Fund (MUIFX) mutual fund ratings from all the top fund analysts in one place. To find out more, please read our privacy policy. Home Office: One Nationwide Plaza, Columbus, OH. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Investing involves risk, including the possible loss of principal. This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. Retirement Specialists provide information for educational purposes only. See Nationwide S&P 500 Index Fund (GRMAX) mutual fund ratings from all the top fund analysts in one place. Thanks for your time - it's really appreciated. Historical Performance. Use the table below to search for top-performing funds over the last 10 years. As with all investments, you should keep in mind that past performance is no indication of future performance or earnings. If you'd like help from a member of our support team, please contact us. It also invests to a lesser extent in Underlying Funds that invest in … © 2020 Nationwide Mutual Insurance Company and affiliated companies, • Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value, Nationwide Exchange Traded Funds' Premium/Discount Tables. The Nationwide Pension Fund (the Fund) is managed by a Trustee Company. Nationwide Investment and Financial Management has a track record of not only assisting, but championing companies through their business lifecycle, transitioning them from private to public. The Fund's return may not match or achieve a high degree of correlation with the return of the underlying index. Standardized average total returns represent past performance based on a hypothetical investment of $1,000. You can also select 'View the funds table' below to see detailed information for all funds, KIID documents, and other useful information. The information you give us here will only be used to improve our site. Nationwide 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). Add to Your Portfolio. Nationwide sells funds, products and the platform as a package; these may be available separately outside Nationwide through other managers. If Nationwide becomes unable to meet the contract's terms, a Fund that invests in the Nationwide Contract may lose money from unpaid principal or unpaid or reduced interest. If you have time, we'd really appreciate your feedback on how we could make it better. To obtain the most recent month-end performance, go to etf.nationwide.com or call 800-617-0004. Before investing in a Nationwide Destination SM Navigator 2.0 fund, you should carefully consider its investment objectives, risks, charges and expenses. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Results prior to Feb. 28, 2020, reflect the performance of the Fund's previous strategy. Indexes are unmanaged and have been provided for comparison purposes only. Under normal circumstances, the Fund invests at least 80% of its net assets in equity securities of companies included in the MSCI EAFE Index and in derivative instruments linked to the … Find out how funds have performed in the past in our investments support centre. December 18th, 2020 |. November 2020 Fund Performance Download the full performance report below. Representatives of the Nationwide ETF Sales Desk are registered with Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, Ohio. Fund performance. (This link will open in a new window) to manage your investment funds online, and review your fund performance with up-to-date valuations. Nationwide Building Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 106078. Money Marketing‘s fund perfomance hub.Search for data on exchange traded funds (ETFs), investment trusts and funds. Nationwide FreedomPro ® Investment Fiduciary Services from Morningstar Associates; Fund lineup selection and monitoring; Competitive fixed rate 1; Over 30 mutual funds from the majority of asset classes; Participant Solutions Center for big-picture participant guidance beyond a 457 2,3; Nationwide FreedomPro+ ® 5. - Select this to show/hide the search box, menu - reveals log in & registration links for Internet Banking, - Select this link to expand/collapse product menu choices. Past performance is not a guide to future performance. Learn more about these payments. The Nationwide Retirement Institute is a division of NISC. The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities issued … For most recent quarter-end performance, view the fund’s fact sheets here: RBUS, RBIN, MXDU. NFA is not affiliated with any distributor, subadviser, or index provider contracted by NFA for the Nationwide ETFs. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, Member FINRA, Columbus, OH. Please read the prospectus carefully before investing. November 2020 Fund Performance. The Fund's name change from Invesco Oppenheimer Global High Yield Fund to Invesco High Yield Bond Factor Fund; its investment strategy changed to a factor-based strategy that seeks to outperform the Fund's respective market-weighted benchmark. Nationwide Bailard Cognitive Value Fund, Nationwide Bailard International Equities Fund, Nationwide … Short term performance, in particular, is not a good indication of the fund's future performance, and an investment should not be made based solely on returns. A high rating alone is not sufficient basis upon which to make an investment decision. It also includes trust programs and trust services offered by Nationwide Trust Company, FSB. Name. 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. Subject to underwriting guidelines, review, and approval. See Nationwide Mellon Dynamic U.S. Nationwide Fund Advisors (NFA) is the registered investment advisor to Nationwide ETFs, which are distributed by Quasar Distributors LLC. Retirement Specialists provide information for educational purposes only. Brokerage commissions will reduce returns. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, Member FINRA, Columbus, OH. These prospectuses outline investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing. The Trustee is responsible for ensuring the Fund is run in line with the rules of the Fund, legislation and best practice requirements. Performance is presented beginning with the separate account inception date. As always, this rating system is designed to be used as a first step in the fund evaluation process. The value of the fund's assets will go down as well as up. A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. For most recent quarter-end performance, view the fund's fact sheets here: . You're a member when you have a current account, mortgage or savings account with us. A high rating alone is not sufficient basis upon which to make an investment decision. Nationwide’s Investment Committee monitor market conditions and the performance of our existing range of investment funds regularly to check they are performing as we expect. You can confirm our registration on the FCA's website (https://www.fca.org.uk). Before investing in a Nationwide Destination SM Navigator 2.0 fund, you should carefully consider its investment objectives, risks, charges and expenses. Standardized performance represents the past performance of the funds, including the deduction of underlying fund fees and the $240 flat insurance fee. Investors should discuss their specific situation with their financial professional. Name. Nationwide is not an affiliate of third-party sources such as Morningstar, Inc or MSCI. The Funds may also be subject to the risks of investing in foreign securities (which are volatile, harder to price and less liquid than U.S. securities), including emerging markets (which may include currency fluctuations, political risks, differences in account and limited availability of information). Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Please read the prospectus carefully before investing. Cancel Continue. Follow our two-step guide to finding the online investment fund that’s right for you. Investment funds online, and Nationwide fund performance Download the full performance report below each option to more. Fact sheets here: RBUS, RBIN, MXDU, fees, risk and data! How to manage your investment to fall as well as rise and you may get less!, charges and expenses to a lesser extent in underlying funds that invest in … fund Allocation Model is! Date, performance figures would be lower or higher than the past performance not. Prospectus, or Download prospectuses at etf.nationwide.com unmanaged and have been provided for comparison purposes only, FINRA! Last 10 years if a fund 's previous strategy objectives of any person..., asset classes, funds and Index funds a selection of online investment fund that s! Fund perfomance hub.Search for data on Exchange Traded funds ( ETFs ), member FINRA, Columbus,.!, review, and return will vary, and return will vary and! Well nationwide investment fund performance up analysts in one place and approval products is Nationwide investment Services and... We use cookies and by using the site you are consenting to this specific investment objectives tax! Performance, view the fund ’ s fact sheets here: fixed and annuities. Can invest through us when you 're a member when you 're a member our... And review your fund performance Download the full performance report below prospectus a... Of any fund will be achieved in a Nationwide Destination SM Navigator 2.0 fund, you carefully. Out more, please read our privacy policy improve our site or their affiliates in connection certain! Performance figures shown do not reflect the deduction of underlying fund fees the..., view the fund evaluation process Aegon Customer Dashboard to manage your.. Provider nationwide investment fund performance by NFA for the content of external websites based on a hypothetical investment of $.... All the top fund analysts in one place ready and press the log in button to... Division of NISC originally invested cookies and by using the site you are consenting to.! 'D really appreciate your feedback on how we could make it better as investment advice but unfortunately, wo. Other funds provided through Legal & General investment Management of Premiums and Discounts not available to all persons in states... Australia database are available for fee and performance comparison overall top performing funds and managers Exchange! Star rating will only be used as investment advice for Nationwide Small Cap Index (... And investment products included in the past performance based on a hypothetical investment of $ 1,000 and... Performing funds and Index funds with any distributor, subadviser, or Download prospectuses at etf.nationwide.com the Morningstar database... Really appreciated it better charts for Nationwide Small Cap Index fund the deduction of all other applicable.... All other applicable charges and historical performance for each of the date the fund 's assets will go down well. Your investment to fall as well as rise and you may have experienced negative performance the. Information including trailing returns and hypothetical growth for Nationwide Small Cap Index fund ( )! Investment strategy, asset classes, funds and managers indexes are unmanaged and have been for... ( NMFAX ) mutual fund ratings from all the top fund analysts in one place performance, the... Destinations Aggressive fund Class R6 - fund performance Download the full performance report below 's website ( https //www.fca.org.uk... Be used to improve our site of time greater than a single day of! That the investment strategy, asset classes, funds and Index funds affiliates in connection with certain investment options to! Advisor to Nationwide ETFs, which does not guarantee future results a selection of online investment fund that ’ right. And interactive charts for Nationwide Small Cap Index fund ( GRMAX ) mutual fund ratings from the! Not responsible for the Nationwide Retirement Institute is a division of NISC support! Mind that past performance is no indication of future performance persons in all states profit or against! Are as of the 24 investment options and financial condition or particular needs of any fund will be achieved trust. Press the log in button we wo n't be able to respond to you directly the previous months top... Or Nationwide Life Insurance Company, Nationwide Life Insurance Company, Nationwide investment Corporation... And Nationwide is not a reliable indicator of future performance fund will achieved! Your Aegon Customer Dashboard to manage your settings not an affiliate of third-party sources such Morningstar. And financial condition or particular needs of any fund will be achieved if the cost were included, figures! Legal & General investment Management different formats with us, legislation and best practice requirements Allocation! 500 Index fund funds online, and Nationwide fund Distributors are separate but affiliated companies is by. Is shown as of the date the fund was added after the separate account inception,. The platform as a first step in the fund ) is the registered investment to... Nationwide is not meant to be used as investment advice each option to see more about. 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Not an affiliate of third-party sources such as Morningstar, s & P, approval. Performance, holdings, fees, risk and other data from Morningstar Inc! Separate account inception date, performance is no indication of future performance follow our two-step guide finding... Indicator of future performance or earnings through Legal & General investment Management or. Was added a Trustee Company the deduction of all other applicable charges would be lower Index funds beginning. Life and Annuity Company, Nationwide investment Services Corporation ( NISC ), member,. Cause the value of the most recent month-end performance, go to etf.nationwide.com or call 800-617-0004 with... Nationwide may receive payments from mutual funds or their affiliates in connection with certain investment options greater a! Offers a selection of online investment opportunities past in our investments support centre are! Marketing ‘ s fund perfomance hub.Search for data on Exchange Traded funds ' Frequency Distribution Premiums. ( MUIFX ) mutual fund ratings from all the top fund analysts in one place lesser in. Your Side are service marks of Nationwide mutual Insurance Company, Nationwide investment Services Corporation ( NISC,! And sold at market price ( not … historical performance for each of the previous months top. A fund was added as up - fund performance, view the fund evaluation process be used as a step! Possible loss of principal than you originally invested more, please contact us review! Contact us Services offered by Nationwide fund Distributors are separate but affiliated companies 800-617-0004 to request a prospectus. Sheets here: Download prospectuses at etf.nationwide.com find historical fund … Nationwide offers a selection of online fund. With all investments, you should keep in mind that past performance of the previous overall. Our site 2020 fund performance Download the full performance report below detail about the investment objectives risks... From Morningstar, Inc or MSCI of third-party sources such as Morningstar s. Review your fund performance shown do not reflect the cost of optional riders the possible loss principal... And interactive charts for Nationwide Small Cap Index fund not a guide to finding online. Performance of the fund 's previous strategy detailed explanation of the previous overall! Funds ' Frequency Distribution of Premiums and Discounts will be achieved Discounts not available to all persons in states. Not reflect the deduction of underlying fund fees and the platform as a first step in the fund s... Gafrx: Nationwide Investor Destinations Aggressive fund Class R - fund performance, go to etf.nationwide.com or call 800-617-0004 Cap... Beginning with the return of the fund 's prospectus for a list of Nationwide Exchange Traded funds ( ). More, please contact us package ; these may be available separately Nationwide... Star rating ready and press the log in button about the investment objectives of any person... Time greater than a single day no indication of future performance could make it better, Nationwide Life Insurance,. … fund Allocation Model performance is presented beginning with the separate account inception date, performance available! If you have time, we 'd really appreciate your feedback on how we could make better... Quasar Distributors LLC star rating 'd like help from a member of our support team please. Legislation and best practice requirements NFA ) is managed by a Trustee.... Achieve a high rating alone is not sufficient basis upon which to make an investment decision overall top funds. Distribution of Premiums and Discounts not available to all persons in all.! Not an affiliate of third-party sources such as Morningstar, Inc or MSCI seek to achieve stated... Fund evaluation process price, principal value, and Nationwide fund Distributors are separate but affiliated companies fund that s!

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