The investment seeks to provide current income consistent with capital preservation and, as a secondary investment objective, capital appreciation. 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 who have already retired. The fund allocates approximately 70% of its net assets in fixed-income securities (18% of which represents inflation-protected bonds) and approximately 24% in stocks (10% of which represents international stocks). It is non-diversified.
Fund filings (PDF) »
Thomas Hickey, Jr. (Started: Aug 29, 2007)
# Contact ?>
Nationwide, One Nationwide Plaza