1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
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%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||8.7%|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Nationwide Destination 2010 Fund has an expense ratio of 0.63 percent.
Risk is Average compared to funds in the same category according to Morningstar.