Nationwide Mutual Funds Outperform Market with Strong Returns
Nationwide Insurance has been around since 1926 and has created numerous affiliated insurance and financial services companies. The company offers various mutual funds through its many affiliated financial companies, with some of these funds managed by top professional managers.
The Nationwide mutual funds hold a variety of securities and invest in different parts of the market. Each fund has different objectives, resulting in varying levels of diversification, portfolio structure, fees, risk, and investment approach.
Three Nationwide mutual funds have been selected for their strong performance: Nationwide BNY Mellon Dyn US Eq Inc NWAMX, Nationwide Bailard Intl Eqs NWHJX, and Nationwide Inv Dest Agrsv GAFRX. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or #2 (Buy), with positive three-year and five-year annualized returns.
NWAMX seeks total return through capital appreciation and/or income by outperforming the Russell 1000 Value Index over a full market cycle while maintaining similar market risk. The fund's holdings include UnitedHealth Group Inc, Cisco Systems, Inc., and Texas Instruments Inc as of April 30, 2026.
NWAMX has a net expense ratio of 0.70% and a Zacks Mutual Fund Rank #1. It has achieved 3-year and 5-year annualized returns of 17.7% and 13.5%, respectively.