We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Nationwide Group is a mutual insurer based in Columbus, OH, established in 1926. It offers a diverse range of mutual funds covering asset classes, including U.S. and international equities, fixed income and alternatives. Nationwide’s investment process combines fundamental and quantitative research at the security level, focusing on earnings and financial condition, as well as market and sector analysis. Sustainability is also considered in the investment process.
We have chosen three Nationwide mutual funds — Nationwide (NWFAX - Free Report) ,Nationwide Bailard Sm Cp Val (NWHFX - Free Report) and Nationwide Bailard Intl Eqs (NWHJX - Free Report) — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Nationwide fund seeks total return through a flexible combination of capital appreciation and current income. NWFAX invests primarily in common stocks and convertible securities in companies with above-average revenue growth, consistent and above-average earnings growth, or attractive price valuations.
Susan Bao has been the lead manager of NWFAX since July 1, 2025. Most of the fund's holdings were in companies like NVIDIA Corp (10.9%), Microsoft Corp (8.7%) and Amazon.com, Inc. (5.9%) as of Oct. 31, 2025.
NWFAX's 3-year and 5-year annualized returns are 18.3% and 11.1%, respectively. Its net expense ratio is 0.87%. NWFAX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds,please click here.
Nationwide Bailard Sm Cp Val fund invests most of its assets in small-cap companies whose market capitalization falls under the range of the Russell 2000 Value Index.
Thomas J. Mudge has been the lead manager of NWHFX since Dec. 31, 2006. Most of the fund's holdings were in companies like iShares Micro-Cap ETF (1.3%), Vanguard Small Cap Value Index Admiral (1.1%) and Resideo Technologies Inc. (1%) as of Oct. 31, 2025.
NWHFX's 3-year and 5-year annualized returns are 14.1 % and 10.1%, respectively. Its net expense ratio is 0.95%. NWHFX has a Zacks Mutual Fund Rank #1.
Nationwide Bailard Intl Eqs fund invests its assets in equity securities, primarily common stocks of companies, including those issued by U.S. firms.
Eric P. Leve has been the lead manager of NWHJX since Dec. 31, 2006. Most of the fund's holdings were in companies like ASML Holding NV ADRhedged (2%), AstraZeneca PLC (1.8%) and SAP SE (1.7%) as of Oct. 31, 2025.
NWHJX's 3-year and 5-year annualized returns are 23.2% and 12.2%, respectively. Its net expense ratio is 1.19%. NWHJX has a Zacks Mutual Fund Rank #1.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top performing mutual funds, each week. Get it free >>
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
3 Nationwide Mutual Funds for a Stable Portfolio
Nationwide Group is a mutual insurer based in Columbus, OH, established in 1926. It offers a diverse range of mutual funds covering asset classes, including U.S. and international equities, fixed income and alternatives. Nationwide’s investment process combines fundamental and quantitative research at the security level, focusing on earnings and financial condition, as well as market and sector analysis. Sustainability is also considered in the investment process.
We have chosen three Nationwide mutual funds — Nationwide (NWFAX - Free Report) ,Nationwide Bailard Sm Cp Val (NWHFX - Free Report) and Nationwide Bailard Intl Eqs (NWHJX - Free Report) — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Nationwide fund seeks total return through a flexible combination of capital appreciation and current income. NWFAX invests primarily in common stocks and convertible securities in companies with above-average revenue growth, consistent and above-average earnings growth, or attractive price valuations.
Susan Bao has been the lead manager of NWFAX since July 1, 2025. Most of the fund's holdings were in companies like NVIDIA Corp (10.9%), Microsoft Corp (8.7%) and Amazon.com, Inc. (5.9%) as of Oct. 31, 2025.
NWFAX's 3-year and 5-year annualized returns are 18.3% and 11.1%, respectively. Its net expense ratio is 0.87%. NWFAX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds,please click here.
Nationwide Bailard Sm Cp Val fund invests most of its assets in small-cap companies whose market capitalization falls under the range of the Russell 2000 Value Index.
Thomas J. Mudge has been the lead manager of NWHFX since Dec. 31, 2006. Most of the fund's holdings were in companies like iShares Micro-Cap ETF (1.3%), Vanguard Small Cap Value Index Admiral (1.1%) and Resideo Technologies Inc. (1%) as of Oct. 31, 2025.
NWHFX's 3-year and 5-year annualized returns are 14.1 % and 10.1%, respectively. Its net expense ratio is 0.95%. NWHFX has a Zacks Mutual Fund Rank #1.
Nationwide Bailard Intl Eqs fund invests its assets in equity securities, primarily common stocks of companies, including those issued by U.S. firms.
Eric P. Leve has been the lead manager of NWHJX since Dec. 31, 2006. Most of the fund's holdings were in companies like ASML Holding NV ADRhedged (2%), AstraZeneca PLC (1.8%) and SAP SE (1.7%) as of Oct. 31, 2025.
NWHJX's 3-year and 5-year annualized returns are 23.2% and 12.2%, respectively. Its net expense ratio is 1.19%. NWHJX has a Zacks Mutual Fund Rank #1.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top performing mutual funds, each week. Get it free >>