Nationwide Destination 2025 Fund

Scorecard
2 / 5 Stars
Lipper
2 2 2 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 49 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.

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Performance

The fund has returned 13.97 percent over the past year, 7.41 percent over the past three years, and 16.13 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 14.0%
3 Years (Annualized) 7.4%
5 Years (Annualized) 16.1%
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 2025. The fund allocates approximately 44% of its net assets in U.S. stocks (20% of which represents smaller companies), approximately 23% in international stocks, and approximately 23.5% in fixed-income securities. It is non-diversified.

Fees

Fees are High compared to funds in the same category.
Nationwide Destination 2025 Fund has an expense ratio of 1.13 percent.

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Risk

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

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