NVIT Investor Destinations Moderate
Historical Performance
Objective And Strategy
ObjectiveSeeks to maximize total investment return for a moderate level of risk.
Strategy
The Fund invests primarily in affiliated mutual funds representing a variety of asset classes. The Fund aims to provide diversification across major asset classes - U.S. stocks, international stocks and bonds. Each Underlying Fund invests directly in equity or fixed-income securities (including mortgage-backed securities), as appropriate to its investment objective and strategies. Many Underlying Funds are index funds, which means they seek to match the investment returns of specified stock or bond indices before the deduction of the Underlying Funds’ expenses. The Fund pursues its objective for a high level of total return with a moderate level of risk by investing a majority of its assets in Underlying Funds that invest in equity securities, such as common stocks of U.S. and international companies that the investment adviser believes offer opportunities for capital growth, but also a considerable portion of its assets in Underlying Funds that invest in bonds in order to generate investment income. Consistent with this investment strategy, the Fund allocates approximately 37% of its net assets in U.S. stocks, approximately 23% in international stocks and approximately 40% in bonds.
Principle Risks
N/A
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Moderate Allocation10/2020
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Documents
- Fund Prospectus and Other Forms