3 / 5 Stars
4 4 2 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.93 percent over the past year, 10.67 percent over the past three years, 13.77 percent over the past five years, and 6.85 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||6.8%|
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 are Low compared to funds in the same category.
Nationwide Investor Destinations Moderately Aggressive Fund has an expense ratio of 0.59 percent.
Risk is Average compared to funds in the same category according to Morningstar.