| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.41 percent over the past year, 9.31 percent over the past three years, 3.89 percent over the past five years, and 7.73 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.4% |
| 1 Year | 14.4% |
| 3 Years (Annualized) | 9.3% |
| 5 Years (Annualized) | 3.9% |
| 10 Years (Annualized) | 7.7% |
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 index mutual funds representing a variety of asset classes. Through investments in the underlying funds, the fund invests considerably in equity securities, such as common stocks of U.S. and international companies, including smaller companies. It allocates approximately 55% of its net assets in U.S. stocks, approximately 25% in international stocks and approximately 20% in bonds. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Nationwide Investor Destinations Moderately Aggressive Fund has an expense ratio of 0.59 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
