| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
4
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 61 Retirement Income 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 5.20 percent over the past year, 3.63 percent over the past three years, and 2.15 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.6% |
| 1 Year | 5.2% |
| 3 Years (Annualized) | 3.6% |
| 5 Years (Annualized) | 2.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current income consistent with capital preservation and, as a secondary investment objective, capital appreciation. The fund is a "fund of funds" that invests in affiliated and unaffiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors who have already retired. The fund allocates approximately 70% of its net assets in fixed-income securities (18% of which represents inflation-protected bonds) and approximately 24% in stocks (10% of which represents international stocks). It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Nationwide Retirement Income Fund has an expense ratio of 1.16 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
