Lipper Awards Highlight Two Nationwide Funds
As investor interest in investment opportunities that address Environmental, Social and Governance (ESG) factors and risk-adjusted returns in a volatile environment, two Nationwide Funds once again took the spotlight at the Lipper Fund Awards.
The Refinitiv Lipper Fund Awards are presented to funds that consistently provide strong, risk-adjusted return performance relative to their peers. The Lipper Awards are recognized throughout the industry because the organization has provided independent, quantitative evaluations for more than three decades.
“It’s an honor to be a Lipper Fund Awards winner again this year,” says Mike Spangler, leader of the Nationwide Financial Investment Management Group. “Industry recognition like this shows that we are putting the solutions in place to help investors, financial professionals and professional buyers achieve desired results.”
The two Refinitiv Lipper Fund Awards United States 2022 Winners from Nationwide are:
- Nationwide Global Sustainable Equity Fund (Class R6 Shares), recognized for a second year in a row for its 5-year performance. The fund was evaluated against 89 other funds in the Global Multi-Cap Core Funds category for the award. It seeks high relative levels of performance by finding companies at the forefront of addressing challenges that are shaping our world*.
- Nationwide BNY Mellon Dynamic US Core Fund (Class R6 Share), best Large-Cap Core Funds classification, selected for its 5-year performance. The fund was evaluated against 456 other funds in the Large-Cap Core Funds category for the award. It seeks to outperform the S&P 500® Index in varied market environments, while maintaining a similar level of risk*.
“Across the industry, greater focus is being put on developing funds that address environmental, social and governance (ESG) issues around the globe,” says Chris Graham, IMG Chief Investment Officer. “The Nationwide Global Sustainable Equity Fund has a long heritage of delivering performance for shareholders while also addressing ESG factors."
"The Nationwide BNY Mellon Dynamic US Core Fund is a uniquely positioned solution to generate superior risk-adjusted returns,” Graham added.
*For standardized performance, please access https://mutualfunds.nationwide.com/media/pdf/MFM-2055AO.pdf for the Nationwide Global Sustainable Equity Fund and https://mutualfunds.nationwide.com/media/pdf/MFM-2057AO.pdf for the Nationwide BNY Mellon Dynamic US Core Fund respectively.
The results shown represent past performance; past performance does not guarantee future results. Current performance may be lower or higher than the past performance shown. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. To obtain the most recent month-end performance, go to nationwide.com/mutualfunds or call 800-848-0920.
Call 800-848-0920 to request a summary prospectus and/or a prospectus, or download prospectuses at nationwide.com/mutual-funds-prospectuses.jsp. These prospectuses outline investment objectives, risks, fees, charges and expenses, and other information that you should read and consider carefully before investing.
Investing in mutual funds involves risk, including the possible loss of principal. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. There is no assurance that the investment objective of any fund will be achieved. Please refer to the most recent prospectus for more detailed information.
Nationwide Funds distributed by Nationwide Fund Distributors LLC, member FINRA, Columbus, OH. NFD is not affiliated with any subadviser contracted by Nationwide Fund Advisors, with the exception of Nationwide Asset Management, LLC. Nationwide Investment Services Corporation, member FINRA.
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The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.