| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
2
4
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#10 in Target Date 2026-2030
U.S. News evaluated 45 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.
Performance
The fund has returned 14.94 percent over the past year, 9.30 percent over the past three years, and 3.52 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.1% |
| 1 Year | 14.9% |
| 3 Years (Annualized) | 9.3% |
| 5 Years (Annualized) | 3.5% |
| 10 Years (Annualized) | N/A |
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 2030. The fund allocates approximately 52% of its net assets in U.S. stocks (23% of which represents smaller companies), approximately 27% in international stocks, and approximately 19% in bonds (including mortgage-backed and asset-backed securities). It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Nationwide Destination 2030 Fund has an expense ratio of 0.67 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
