2 / 5 Stars
2 2 3 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#24 in Target Date 2011-2015
U.S. News evaluated 46 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.
The fund has returned 9.38 percent over the past year, 5.76 percent over the past three years, and 13.01 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||13.0%|
|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 2015. The fund allocates approximately 32% of its net assets in U.S. stocks (14% of which represents smaller companies), approximately 18% in international stocks, and approximately 43% in fixed-income securities. It is non-diversified.
Fees are Low compared to funds in the same category.
Nationwide Destination 2015 Fund has an expense ratio of 0.63 percent.
Risk is Average compared to funds in the same category according to Morningstar.