2 / 5 Stars
3 3 2 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#14 in Target Date 2021-2025
U.S. News evaluated 44 Target Date 2021-2025 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 14.21 percent over the past year, 8.73 percent over the past three years, and 3.65 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.2%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||3.7%|
|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 2025. The fund allocates approximately 44% of its net assets in U.S. stocks (19% of which represents smaller companies), approximately 26% in international stocks, and approximately 27% in fixed-income securities. It is non-diversified.
Fees are Average compared to funds in the same category.
Nationwide Destination 2025 Fund has an expense ratio of 0.66 percent.
Risk is Average compared to funds in the same category according to Morningstar.