2 / 5 Stars
4 4 2 4 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#18 in Target Date 2026-2030
U.S. News evaluated 52 Target Date 2026-2030 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 17.13 percent over the past year, 8.89 percent over the past three years, and 18.30 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||18.3%|
|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 2030. The fund allocates approximately 50% of its net assets in U.S. stocks (23% of which represents smaller companies), approximately 25% in international stocks, and approximately 16.5% in bonds (including mortgage-backed and asset-backed securities). It is non-diversified.
Fees are Low compared to funds in the same category.
Nationwide Destination 2030 Fund has an expense ratio of 0.63 percent.
Risk is Average compared to funds in the same category according to Morningstar.