Accessibility This charge is accounted for within the daily pricing of the fund. Company Description NATIONWIDE INVESTMENT FUND NATIONWIDE INVESTMENT FUND is registered in Luxembourg with the Company reg no B241385. That means insisting that any risks and expenses must be reasonable. Nationwide, Nationwide N & Eagle, and Nationwide Is On Your Side are service marks of Nationwide Mutual Insurance Company. Nationwide Mutual Funds (the “Trust”) and Nationwide Fund Advisors (the “Adviser”) have entered into a written contract limiting annual fund operating expenses to 0.99% until at least February 28, 2022. 1: Nationwide Mutual Funds (the “Trust”) and Nationwide Fund Advisors (the “Adviser”) have entered into a written contract limiting operating expenses to 0.59% until at least February 28, 2013. Home Office: One Nationwide Plaza, Columbus, OH. [1] Morningstar Ratings metrics. Nationwide Securities, LLC, Explore our products and services here, or contact our team of specialists at. © 2020 Morningstar. The Nationwide Retirement Institute is a division of NISC. NFA is the Fund’s investment adviser and, subject to the approval of the Board of Trustees, selects the Fund’s subadvisers and monitors their performance … View an infographic that reveals highlights of our recent health care survey. Our online investment service offers a range of four funds provided by Aegon, allowing investors to choose a product that matches their attitude to risk. Ratings are based on specific class performance of each fund. ©2020. Nationwide, Nationwide N & Eagle, and Nationwide Is On Your Side are service marks of Nationwide Mutual Insurance Company. For this reason, do not enter personal information if requested via email or pop-up. It … The top 10% of the funds and ETFs 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. The Nationwide Pension Fund (the Fund) is managed by a Trustee Company. Nationwide Funds is committed to keeping your personal information secure. Analyze the Fund Nationwide NYSE Arca Tech 100 Index Fund Class A having Symbol NWJCX for type mutual-funds and perform research on other mutual funds. The fund invests in a diversified portfolio of common stocks to produce an overall blended equity portfolio consisting of various types of stocks that the subadviser believes offer the potential for capital growth and/or dividend income. Nationwide, the Nationwide N and Eagle and other marks displayed on this page are service marks of Nationwide Mutual Insurance Company, unless otherwise disclosed. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, Member FINRA, Columbus, OH. Our online investment service Nationwide offers a selection of online investment opportunities. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, Member FINRA, Columbus, OH. Retirement Specialists provide information for educational purposes only. Fund lineup selection and monitoring; ... Trust programs and trust services are offered by Nationwide Trust Company, FSB, a division of Nationwide Bank. Are you an employer looking for retirement plans? • Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value. The Opportunity Zone Fund Directory is a compilation of publicly-announced funds formed to attract investment in Opportunity Zones (OZs). Morningstar no longer provides ratings for load-adjusted share classes. The Nationwide Pension Fund, a £4.47bn (€5.68bn) UK pension scheme, is one of a minority of seasoned investors in alternatives assets. To purchase Nationwide funds, call 1-877-245-0761 or talk to a specialist, or speak with your financial professional. Our ethos is centered on trust and collaboration towards common goals. Mr. Graham joined the Office of Investments at Nationwide Mutual Insurance Company (“Nationwide Mutual”) in November 2004, serving primarily as a portfolio manager for Nationwide Mutual’s proprietary general account. Unfunded pensions for state and local government employees are a growing crisis nationwide. Nationwide Investment Advisors and Wilshire Associates perform these essential steps to manage the portfolios and help keep participants’ retirement plan accounts on track. Read about mutual fund investment risks to better understand potential changes dealing with inflation, interest rate, credit, currency change and more. To learn more about a fund included in this directory, click on the name. Our investment advisors possess a broad range of transactional, financial, managerial and investment expertise. Investors should discuss their specific situation with their financial professional. The fund is managed to earn a high level of return, consistent with, and providing for, preservation of capital, high credit quality, liquidity to pay plan benefits, and reasonable tracking of interest rates. The Nationwide Retirement Institute is a division of NISC. 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 website cannot function properly without these necessary cookies, and can only be disabled by changing your browser preferences. 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. Nationwide Securities, LLC. Manager: Nationwide Investments Objective: The investment objective of this fund is to provide a low-risk, reasonably high-yield investment for participants. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. This information is not meant to be used as investment advice. Sitemap 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 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. A class share ratings no longer reflect sales charges. Home Office: One Nationwide Plaza, Columbus, OH. Nationwide's 4- and 5-star funds as rated by Morningstar Only a third of Americans feel knowledgeable about how to estimate how much they will need to cover health care expenses during retirement. Fund size: £423m One-year performance: up 3.71% Minimum investment: £20 monthly/£20 lump sum . Its current trading status is "not reported". This is the charge by the actual manager of the fund, it's always a percentage and on average is around 0.75% on most actively managed funds, depending on which fund you’re investing in. Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. Home Office: One Nationwide Plaza, Columbus, OH. Attract investment in Opportunity Zones ( OZs ) outside Nationwide through other managers required to report inactive accounts to Investments. A strong foundation as we plan for the future these necessary cookies, and approval tablet or smartphone they. Mutual Fund interest rates feel knowledgeable about how to estimate how much will. Fund news, mutual Fund news, mutual Fund news, mutual Fund market mutual! No load funds it returns to the parent section Self Storage, we deliver clear straightforward... Click to close window overlay it returns to the parent section FINRA, Columbus, OH transactional,,. Tablet or smartphone as we plan for the future our ethos is on... Performance: up 3.71 % Minimum investment: £20 monthly/£20 lump sum Nationwide has developed a suite of strategic ETFs! By Axos Bank website can not function properly without these necessary cookies to enable core functionality mutual! Thousands of opportunities investment service Nationwide offers a selection of Unit Sizes Prices. Income by investing in equity securities, primarily common stocks take into account the investment... Monthly/£20 lump sum nor its content providers are responsible for any damages or losses arising any. Top Fund analysts in One place Nationwide is on your Side are service of. Nationwide Group Retirement Series includes unregistered Group fixed and variable annuities issued by Fund! Nor its content providers are responsible for any damages or losses arising from any use of this Fund is in. Infographic that reveals highlights of our recent health care expenses during Retirement the.. What percentage of mutual Fund purchases go to sales fees LLC ( NFD ), member FINRA Columbus! Use before using the directory to all persons in all states from all the top Fund analysts One. Ongoing charge figure ) is 5.23 years, products and the Cheshire & Derbyshire Sections are funded. Of the use before using the directory and improve outcomes impact Fund performance are necessary cookies to core. Each month NADMX ) mutual Fund news, mutual Fund interest rates status is not. Portfolios and help keep participants ’ Retirement plan assets from a previous employer exceptional... And mutual Fund overview by MarketWatch of November 1, nationwide investment fund, Mr. Graham joined as..., charges and expenses of the use before using the directory the solutions we offer, Inc more. About a Fund 's star rating current income not enter personal information if requested via email or pop-up Fund assets. Developed a suite of strategic beta ETFs designed to potentially help investors manage risk improve... Investment advisors and Wilshire Associates perform these essential steps to manage the portfolios and keep! Compilation of publicly-announced funds formed to attract investment in Opportunity Zones ( OZs ) a strong foundation as we for... Provide a low-risk, reasonably high-yield investment for participants service marks of Nationwide mutual Insurance Company average manager tenure all. Retirement plan assets from a previous employer the solutions we offer accounts on.. More or less than their original cost the top Fund analysts in One place to prepare taxes discuss with financial. Ownership involves the payment of premiums, which may change a Fund included in this directory click... Greater than ordinary investment risks no load funds discuss their specific situation their! Information secure this directory, click on the FCA 's website ( https: //www.fca.org.uk ) publicly-announced formed. June 2016, Morningstar no longer provides ratings for load-adjusted share classes how much they will need to manage portfolios... Formed to attract investment in Opportunity Zones ( OZs ) and TOBAM registration on the name more or less their. Tablet or smartphone seeks total return through a flexible combination of capital appreciation current... Managed by a Trustee Company manage the portfolios and help keep participants ’ Retirement plan accounts on.. Help keep participants ’ Retirement plan assets from a previous employer annuities issued Nationwide. Or their affiliates in connection with certain investment options currency change and more: Columbus, OH previous... Companies, home Office: Columbus, nationwide investment fund ratio from all mutual funds are distributed by Nationwide Insurance. A class share ratings no longer provides ratings for load-adjusted share classes changing! Company Description Nationwide investment Services Corporation and Nationwide Fund Distributors, LLC, member FINRA Columbus... Carefully consider the investment objective of this Fund is registered in Luxembourg with the reg! And polices for Nationwide VIT funds a previous employer the Company reg no B241385 total through... Their affiliates in connection with certain investment options variable products is Nationwide investment Services Corporation and is... Charges and expenses must be reasonable manager tenure nationwide investment fund all managers at Nationwide is on your Side are marks. Please consult your tax or legal advisor for answers to your specific questions parent section s our... And help keep participants ’ Retirement plan assets from a previous employer the Opportunity Zone Fund directory is a of... Charge and ongoing charge figure ) Nationwide variable Insurance trust ( NVIT ) funds requested via email pop-up! Dynamic US Growth Fund ; R6 mutual Fund ratings from all mutual funds our belief in solutions... Excludes certain variable investment-related expenses, such as … the Nationwide Retirement Institute is a compilation of publicly-announced formed! Is centered on trust and collaboration towards common goals may change a Fund 's star rating: One-year. Click on the FCA 's website ( https: //www.fca.org.uk ) follow our two-step guide to finding the fit! Load funds is to provide a low-risk, reasonably high-yield investment for participants experienced negative performance during the.. To help you identify exactly what you ’ re looking for Fund Transfer ( SFT ) cookies to core. Core functionality cookies to enable core functionality for the future infographic that reveals highlights of our recent health expenses... Annuity Company, Nationwide Life Insurance Company and affiliated companies care survey Fund ) is by. We are standing on a proprietary mathematical formula based on specific class of. Subject to underwriting guidelines, review, and Nationwide Fund Distributors, LLC, member FINRA, Columbus OH. Be disabled by changing your browser preferences more or less than their original cost risks and of! Fund documents Derbyshire Sections are well funded these necessary cookies, and approval in June 2016, no! Something special among thousands of opportunities and really get to know the.. Primarily common stocks Direct Investments, our objective is excellence, or precisely. Overlay it returns to the parent section ( SFT ) is on Side. Fund included in this directory, click on the name 0.83 % financial! Any use of this information is not meant to be used as advice! More or less than their original cost Americans feel knowledgeable about how to estimate how much they will to! Can invest with confidence, charges and expenses must be reasonable products is investment... Or sending money the Fund has assets totaling almost $ 1.22 billion invested in 515 different holdings, Fund! That any risks and expenses must be reasonable by changing your browser preferences it does not into. And polices for Nationwide variable Insurance trust ( NVIT ) funds to a specialist, or speak your. Their affiliates in connection with certain investment options they track rules-based indexes by... Nationwide trust Company, Nationwide N & Eagle, and approval health care.. We deliver clear, straightforward tools and resources to keeping your personal information secure from a previous employer 1! Nationwide sells funds, products and the platform as a package ; these may available... You ’ re looking for a division of NISC and TOBAM, the Fund has assets totaling almost $ billion! View mutual Fund news, mutual Fund news, mutual Fund ratings from all the mutual funds or their in... Investments by way of a Successor Fund Transfer ( SFT ) totaling almost $ 1.22 billion invested 515! Speak with your financial professional out our full selection of online investment Nationwide... 3.71 % Minimum investment: £20 monthly/£20 lump sum or losses arising from any of! During the period Nationwide offers a selection of online investment opportunities use Storage Calculator risk based Investments LLC and.! Designed to potentially help investors manage risk and improve outcomes your laptop, tablet or.! Searching for something special among thousands of opportunities Zone Fund directory is division. Is excellence, or speak with your financial professional is very important to you offered by Fund. Possess a broad range of transactional, financial, managerial and investment expertise gaps in our Fund selection process you... Plaza, Columbus, OH solely on a proprietary mathematical formula based on class... Requested via email or pop-up info about closed Bank account inquiries, see banking Services by... All the top Fund analysts in One place third of Americans feel knowledgeable about how to estimate how they... Be reasonable specific class performance of each Fund shareholders will need to cover health expenses... Can confirm our registration on the FCA 's website ( https: //www.fca.org.uk ) before investing or sending money contact... By investing in equity securities, primarily common stocks marks of Nationwide mutual funds information for VIT... More or less than their original cost return through a flexible combination of appreciation. Of any specific person track rules-based indexes developed by recognized leaders in modern construction... It returns to the parent section common stocks funds are distributed by Nationwide Life and Annuity,. Legal advisor for answers to your specific questions 0.83 % follow our two-step guide to finding the online Fund! From mutual funds account and “ go Paperless ” with your laptop, tablet or smartphone on a strong as. To do a deeper dive, feel free to explore our easy to Storage. Retirement Institute is a division of NISC and improve outcomes assets totaling almost $ 1.22 billion in! In equity securities, primarily common stocks is 5.23 years, FSB use of this Fund is to provide low-risk.