Nationwide Destination 2055 Fund

Scorecard
1 / 5 Stars
Lipper
4 4 1 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C (Hold)

#5 in Target Date 2051+

U.S. News evaluated 43 Target Date 2051+ 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 20.65 percent over the past year, and 9.97 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 20.6%
3 Years (Annualized) 10.0%
5 Years (Annualized) N/A
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 2055. The fund allocates approximately 61% of its net assets in U.S. stocks (31% of which represents smaller companies) and approximately 28% in international stocks. It is non-diversified.

Fees

Fees are Average compared to funds in the same category.
Nationwide Destination 2055 Fund has an expense ratio of 0.63 percent.

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Risk

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

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