Nationwide Destination 2025 Fund

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

U.S. News evaluated 47 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.

See all Nationwide funds

See full Target Date 2021-2025 rankings

See more fund rankings

Performance

The fund has returned 17.56 percent over the past year, 9.42 percent over the past three years, and 13.05 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 5.5%
1 Year 17.6%
3 Years (Annualized) 9.4%
5 Years (Annualized) 13.0%
10 Years (Annualized) N/A

See more NWHSX performance

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 Above Average compared to funds in the same category.
Nationwide Destination 2025 Fund has an expense ratio of 0.38 percent.

See more NWHSX fees

Risk

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

See more NWHSX risk