NDCCX

Active

Nationwide Investor Destinations Conservative Fund

Category: Other (5,046 funds)

Expense Ratio
1.57%
Annual Cost per $10K
$157.00
30-Year Fee Drag per $10K
$27,266
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+3.77%

Asset Allocation

US Equity
10%
Intl Equity
3%
US Bond
24%
Intl Bond
8%
Cash
10%
Other
44%

Fee Comparison

NDCCX
1.57%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

59% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of January 2024 · Updated quarterly

-3.56%3Y
Compare to

Fee Impact Calculator

$
%
NDCCX at 1.57%$244,285
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$136,328
Cost vs index fund−$133,140

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of January 2024

TickerNameER
NDCCXNationwide Investor Destinations Conservative Fund1.57%
JFLJXJPMorgan Investor Conservative Growth Fund0.93%
JNSAXJPMorgan SmartRetirement 2025 Fund0.79%
JFQUXJPMorgan Investor Balanced Fund0.94%
JSMAXJPMorgan SmartRetirement 2030 Fund0.79%
JSIIXJPMorgan SmartRetirement Income Fund0.69%
GIMCXNationwide Investor Destinations Conservative Fund0.53%
USCRXVictory Cornerstone Moderately Aggressive Fund1.07%
USBSXVictory Cornerstone Moderate Fund1.08%
JBBSXJPMorgan SmartRetirement Blend 2025 Fund0.42%
MCKAXNYLI Conservative Allocation Fund0.86%
JRBBXJPMorgan SmartRetirement Blend 2030 Fund0.42%
JFBUXJPMorgan Investor Growth & Income Fund0.95%
JIBBXJPMorgan SmartRetirement Blend Income Fund0.42%
FTCCXFranklin Conservative Allocation Fund0.57%
AOMiShares Core 40/60 Moderate Allocation ETF0.15%
GMIMXNationwide Investor Destinations Moderately Conservative Fund0.52%
UCMCXVictory Cornerstone Moderately Conservative Fund1.18%
SRJAXJPMorgan SmartRetirement 2035 Fund0.83%
PAXWXImpax Sustainable Allocation Fund0.93%
AOKiShares Core 30/70 Conservative Allocation ETF0.15%
BYLDiShares Yield Optimized Bond ETF0.17%
GMDIXNationwide Investor Destinations Moderate Fund0.50%
URINXVictory Target Retirement Income Fund0.55%
NWEIXNationwide Destination Retirement Fund0.46%
JPBRXJPMorgan SmartRetirement Blend 2035 Fund0.42%
MMRAXNYLI Moderate Allocation Fund0.86%
AORiShares Core 60/40 Balanced Allocation ETF0.15%
URTRXVictory Target Retirement 2030 Fund0.54%
FMTZXFranklin Moderate Allocation Fund0.53%
RMTBXAspiriant Risk-Managed Taxable Bond Fund1.17%
NWIIXNationwide Destination 2030 Fund0.46%
SMTAXJPMorgan SmartRetirement 2040 Fund0.83%
TCAIXTHRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND0.80%
IYLDiShares Morningstar Multi-Asset Income ETF0.50%
USCCXVictory Cornerstone Conservative Fund0.42%
EVVLXThe E-Valuator Very Conservative (0%-15%) RMS Fund1.11%
MNEAXNYLI Conservative ETF Allocation Fund0.70%
JNTEXJPMorgan SmartRetirement Blend 2040 Fund0.42%
PADLXPutnam Retirement Advantage Maturity Fund0.80%
EVCLXThe E-Valuator Conservative (15%-30%) RMS Fund0.98%
FLMTXFranklin LifeSmart Retirement Income Fund0.46%
JFTUXJPMorgan Investor Growth Fund0.96%
TMAIXTHRIVENT MODERATE ALLOCATION FUND0.83%
FTLMXFranklin LifeSmart 2025 Retirement Target Fund0.40%
GMIAXNationwide Investor Destinations Moderately Aggressive Fund0.50%
MDAAXNYLI Moderate ETF Allocation Fund1.12%
JSAAXJPMorgan SmartRetirement 2045 Fund0.83%
URFRXVictory Target Retirement 2040 Fund0.55%
BNDCFlexShares Core Select Bond Fund0.38%
NWLIXNationwide Destination 2035 Fund0.46%
TMAFXTHRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND0.91%
MHOVXMFS Global High Yield Fund0.74%
PAFOXPutnam Retirement Advantage 2030 Fund0.80%
FRTSXFranklin LifeSmart 2020 Retirement Target Fund0.40%
AOAiShares Core 80/20 Aggressive Allocation ETF0.15%
JMBRXJPMorgan SmartRetirement Blend 2045 Fund0.42%
UCAGXVictory Cornerstone Aggressive Fund1.20%
FGTRXFranklin Growth Allocation Fund0.85%
JTSAXJPMorgan SmartRetirement 2050 Fund0.83%
QDSRXAQR Diversifying Strategies Fund2.96%
FLERXFranklin LifeSmart 2030 Retirement Target Fund0.40%
ROBAXRobinson Tax Advantaged Income Fund3.17%
EVTTXThe E-Valuator Conservative/Moderate (30%-50%) RMS Fund1.09%
JFFAXJPMorgan SmartRetirement 2055 Fund0.83%
JNABXJPMorgan SmartRetirement Blend 2050 Fund0.42%
NWMHXNationwide Destination 2040 Fund0.46%
FMTLXFranklin LifeSmart 2035 Retirement Target Fund0.40%
DIFAXMFS Diversified Income Fund0.55%
MGDAXNYLI Growth Allocation Fund0.89%
TAAIXTHRIVENT AGGRESSIVE ALLOCATION FUND1.02%
RMEAXAspiriant Risk-Managed Equity Allocation Fund1.49%
EVMLXThe E-Valuator Moderate (50%-70%) RMS Fund0.85%
EAOKiShares ESG Aware 30/70 Conservative Allocation ETF0.18%
HCUSXThe U.S. Government Fixed Income Securities Portfolio0.14%
DYFIIDX Dynamic Fixed Income ETF1.33%
KDRNKingsbarn Tactical Bond ETF1.09%
JTBBXJPMorgan SmartRetirement Blend 2055 Fund0.42%
DVOAXModerate Allocation Fund1.18%
JAKAXJPMorgan SmartRetirement 2060 Fund0.83%
GAIDXNationwide Investor Destinations Aggressive Fund0.50%
HCINXThe Institutional International Equity Portfolio$1M min0.60%
JNBZXJPMorgan Income Builder Fund0.52%
EAOMiShares ESG Aware 40/60 Moderate Allocation ETF0.18%
URFFXVictory Target Retirement 2050 Fund0.58%
JDVAXJPMorgan Diversified Fund0.96%
JAABXJPMorgan SmartRetirement Blend 2060 Fund0.42%
NWNIXNationwide Destination 2045 Fund0.46%
HNDLStrategy Shares NASDAQ 7HANDL Index ETF0.95%
PAFUXPutnam Retirement Advantage 2035 Fund0.80%
EAORiShares ESG Aware 60/40 Balanced Allocation ETF0.18%
GAOZXJPMorgan Global Allocation Fund0.65%
MFTFXArrow Managed Futures Strategy Fund1.71%
NWOIXNationwide Destination 2050 Fund0.46%
NDOWAnydrus Advantage ETF2.10%
FLREXFranklin LifeSmart 2040 Retirement Target Fund0.40%
EVGLXThe E-Valuator Growth (70%-85%) RMS Fund0.82%
MOEAXNYLI Growth ETF Allocation Fund0.92%
VTTVXVANGUARD TARGET RETIREMENT 2025 FUND0.08%
FTLQXFranklin Corefolio Allocation Fund0.70%
PAGJXPutnam Retirement Advantage 2040 Fund0.80%

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