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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 36 Target Date 2051+ 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 16.45 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 16.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 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 2055. The fund allocates approximately 59% of its net assets in U.S. stocks (29% of which represents smaller companies) and approximately 31% in international stocks. It is non-diversified.
Fees
Fees are Below Average compared to funds in the same category.
Nationwide Destination 2055 Fund has an expense ratio of 0.33 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
