12/18/2025 | Press release | Distributed by Public on 12/18/2025 14:00
| 1. |
At a meeting of the Board of Trustees (the "Board") of Nationwide Mutual Funds held on December 10, 2025, the Board approved the termination of WCM Investment Management, LLC ("WCM") as the subadviser to the Nationwide WCM Focused Small Cap Fund (the "Fund"), and the appointment of The Renaissance Group LLC, doing business as Renaissance Investment Management ("Renaissance") as the Fund's new subadviser, effective on or about February 16, 2026 (the "Effective Date").
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| 2. |
As of the Effective Date, the Prospectus is amended as follows:
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| a. |
All references to, and information regarding, WCM in the Prospectus are deleted in their entirety.
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| b. |
The Fund is renamed the "Nationwide Renaissance Small Cap Growth Fund." All references to the Fund's former name in the Prospectus are replaced accordingly.
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| c. |
All references to, and information regarding, Jonathon Detter, CFA, Anthony Glickhouse, CFA, and Patrick McGee, CFA are deleted in their entirety.
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| d. |
The information under the heading "Principal Investment Strategies" on page 47 of the Prospectus is deleted in its entirety and replaced with the following:
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| e. |
The information under the heading "Principal Risks" beginning on page 47 of the Prospectus is modified as follows:
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| i. |
Each of "Sector risk," "Value style risk" and "Foreign securities risk" is deleted in its entirety.
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| ii. |
The following risk is hereby added:
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| f. |
The section entitled "Performance" on page 48 of the Prospectus is supplemented to include the following:
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| g. |
The table under the section entitled "Performance - Average Annual Total Returns (for the Periods ended December 31, 2024)" on page 48 of the Prospectus is deleted in its entirety and replaced with the following:
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| 1 Year | 5 Years | 10 Years | ||||
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Class A Shares - Before Taxes
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-0.89% | 4.41% | 6.81% | |||
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Class A Shares - After Taxes on Distributions
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-2.43% | 3.67% | 4.30% | |||
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Class A Shares - After Taxes on Distributions and Sales of Shares
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0.20% | 3.25% | 4.32% | |||
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Class R6 Shares - Before Taxes
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5.51% | 6.02% | 7.83% | |||
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Institutional Service Class Shares - Before Taxes
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5.42% | 5.94% | 7.74% | |||
| Russell 3000Ò Index (The Index does not pay sales charges, fees, expenses or taxes.) | 23.81% | 13.86% | 12.55% | |||
| Russell 2000Ò Growth Index (The Index does not pay sales charges, fees, expenses or taxes.) | 15.15% | 6.86% | 8.09% |
| h. |
The information under the heading "Portfolio Management - Subadviser" on page 49 of the Prospectus is deleted in its entirety and replaced with the following:
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| i. |
The table under the heading "Portfolio Management - Portfolio Managers" on page 49 of the Prospectus is deleted in its entirety and replaced with the following:
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Portfolio Manager
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Title | Length of Service with Fund | ||
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Paul A. Radomski, CFA
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Managing Partner, Portfolio Manager | Since 2026 | ||
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Curt Ludwick, CFA
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Portfolio Manager, Senior Research Analyst | Since 2026 | ||
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Brad Zoltak, CFA
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Portfolio Manager, Senior Research Analyst | Since 2026 |
| j. |
The information under the heading "How the Funds Invest - Principal Investment Strategies" on page 63 of the Prospectus is deleted in its entirety and replaced with the following:
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| k. |
The information under the heading "How the Funds Invest - Key Terms" on page 63 of the Prospectus is deleted in its entirety and replaced with following:
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| l. |
The information under the heading "How the Funds Invest - Principal Risks" on page 63 of the Prospectus is deleted in its entirety and replaced with the following:
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| m. |
The information relating to WCM Investment Management, LLC under the heading "Fund Management - Subadvisers" on page 74 of the Prospectus is deleted in its entirety and replaced with the following:
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| n. |
The information relating to the Fund under the heading "Fund Management - Portfolio Management" on page 76 of the Prospectus is deleted in its entirety and replaced with the following:
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| 3. |
Shareholders of the Fund will receive an Information Statement in the near future, as required under the Trust's Manager of Managers Exemptive Order, with more detailed information about Renaissance.
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