Nationwide Investor Destinations Moderately Aggressive Fund

Scorecard
2 / 5 Stars
Lipper
4 5 2 5 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

#28 in Aggressive Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.42 percent over the past year, 8.76 percent over the past three years, 17.13 percent over the past five years, and 5.80 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 17.4%
3 Years (Annualized) 8.8%
5 Years (Annualized) 17.1%
10 Years (Annualized) 5.8%

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Summary

The investment seeks to maximize total investment return for a moderately aggressive level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. Through investments in the underlying funds, the fund invests a significant portion of its assets in equity securities, such as common stocks of U.S. and international companies, including smaller companies. It allocates approximately 51% of its net assets in U.S. stocks, approximately 25% in international stocks and approximately 19% in bonds. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Nationwide Investor Destinations Moderately Aggressive Fund has an expense ratio of 1.19 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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