| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
4
1
4
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#14 in Target Date 2046-2050
U.S. News evaluated 44 Target Date 2046-2050 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 16.13 percent over the past year, 9.88 percent over the past three years, and 3.22 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 16.1% |
| 3 Years (Annualized) | 9.9% |
| 5 Years (Annualized) | 3.2% |
| 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 2050. The fund allocates approximately 59% of its net assets in U.S. stocks (28% of which represents smaller companies) and approximately 31% in international stocks. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Nationwide Destination 2050 Fund has an expense ratio of 0.67 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
