| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
4
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#24 in Target Date 2011-2015
U.S. News evaluated 41 Target Date 2011-2015 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 10.85 percent over the past year, 7.18 percent over the past three years, and 2.95 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.9% |
| 1 Year | 10.8% |
| 3 Years (Annualized) | 7.2% |
| 5 Years (Annualized) | 2.9% |
| 10 Years (Annualized) | N/A |
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 2015. The fund allocates approximately 31% of its net assets in U.S. stocks, approximately 19% in international stocks, and approximately 46% in fixed-income securities. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Nationwide Destination 2015 Fund has an expense ratio of 0.67 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
