Derailed-ophobia: Your clients’ fear their portfolio may go of track.
Highly rated funds from Nationwide®
can help you build a portfolio that
addresses your clients’ concerns about
achieving their financial goals.
With more than 80 years’ experience
and a strong lineup of 4- and 5-star
funds, we have investment solutions
to meet your clients’ unique needs.
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Morningstar Ratings reflect risk-adjusted performance. The Morningstar Rating TM 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 (including the effects of sales charges, loads and redemption fees) emphasizing
downward variations and rewarding consistency. Ratings are subject to change every month. The top 10% of the funds in the category received 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. Ratings (load waived) do not reflect class-specific sales charges or 12b- 1 fees, if any. Ratings (with load) reflect class-specific sales charges, if any.
© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1) is proprietary to Morningstar and/or its content providers; ( 2) may not be copied or distributed; and
( 3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
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