Nationwide Destination 2010 Fund

Scorecard
1 / 5 Stars
Lipper
2 2 4 2 2
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 39 Target Date 2000-2010 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 11.84 percent over the past year, 5.38 percent over the past three years, and 8.69 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.7%
1 Year 11.8%
3 Years (Annualized) 5.4%
5 Years (Annualized) 8.7%
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation and income consistent with its current asset allocation. 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 planning to retire in, or close to, the year 2010. The fund allocates approximately 52% of its assets in fixed-income securities (10% of which represents inflation-protected bonds), approximately 27% in U.S. stocks (12% of which represents smaller companies), and approximately 15% in international stocks. It is non-diversified.

Fees

Fees are Average compared to funds in the same category.
Nationwide Destination 2010 Fund has an expense ratio of 0.63 percent.

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Risk

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

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