NWBIX

Active

Nationwide Destination 2030 Fund

Category: Other (5,046 funds)

Expense Ratio
1.21%
Annual Cost per $10K
$121.00
30-Year Fee Drag per $10K
$22,005
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+13.16%

Asset Allocation

US Equity
18%
Intl Equity
9%
US Bond
18%
Intl Bond
3%
Cash
4%
Other
48%

Fee Comparison

NWBIX
1.21%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

22% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+43.05%3Y
Compare to

Fee Impact Calculator

$
%
NWBIX at 1.21%$270,588
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$110,025
Cost vs index fund−$106,836

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
NWBIXNationwide Destination 2030 Fund1.21%
JFQUXJPMorgan Investor Balanced Fund0.94%
JSMAXJPMorgan SmartRetirement 2030 Fund0.79%
USCRXVictory Cornerstone Moderately Aggressive Fund1.07%
JFBUXJPMorgan Investor Growth & Income Fund0.95%
JNSAXJPMorgan SmartRetirement 2025 Fund0.79%
SRJAXJPMorgan SmartRetirement 2035 Fund0.83%
PAXWXImpax Sustainable Allocation Fund0.93%
USBSXVictory Cornerstone Moderate Fund1.08%
JSIIXJPMorgan SmartRetirement Income Fund0.69%
JRBBXJPMorgan SmartRetirement Blend 2030 Fund0.42%
JPBRXJPMorgan SmartRetirement Blend 2035 Fund0.42%
FMTZXFranklin Moderate Allocation Fund0.53%
URTRXVictory Target Retirement 2030 Fund0.54%
SMTAXJPMorgan SmartRetirement 2040 Fund0.83%
AORiShares Core 60/40 Balanced Allocation ETF0.15%
MMRAXNYLI Moderate Allocation Fund0.86%
JFLJXJPMorgan Investor Conservative Growth Fund0.93%
MCKAXNYLI Conservative Allocation Fund0.86%
FTCCXFranklin Conservative Allocation Fund0.57%
GMDIXNationwide Investor Destinations Moderate Fund0.50%
URINXVictory Target Retirement Income Fund0.55%
AOMiShares Core 40/60 Moderate Allocation ETF0.15%
UCMCXVictory Cornerstone Moderately Conservative Fund1.18%
JNTEXJPMorgan SmartRetirement Blend 2040 Fund0.42%
JBBSXJPMorgan SmartRetirement Blend 2025 Fund0.42%
NWIIXNationwide Destination 2030 Fund0.46%
JFTUXJPMorgan Investor Growth Fund0.96%
GMIAXNationwide Investor Destinations Moderately Aggressive Fund0.50%
JSAAXJPMorgan SmartRetirement 2045 Fund0.83%
GMIMXNationwide Investor Destinations Moderately Conservative Fund0.52%
URFRXVictory Target Retirement 2040 Fund0.55%
MDAAXNYLI Moderate ETF Allocation Fund1.12%
NWLIXNationwide Destination 2035 Fund0.46%
FTLMXFranklin LifeSmart 2025 Retirement Target Fund0.40%
JIBBXJPMorgan SmartRetirement Blend Income Fund0.42%
AOAiShares Core 80/20 Aggressive Allocation ETF0.15%
JMBRXJPMorgan SmartRetirement Blend 2045 Fund0.42%
FGTRXFranklin Growth Allocation Fund0.85%
JTSAXJPMorgan SmartRetirement 2050 Fund0.83%
UCAGXVictory Cornerstone Aggressive Fund1.20%
AOKiShares Core 30/70 Conservative Allocation ETF0.15%
IYLDiShares Morningstar Multi-Asset Income ETF0.50%
NWEIXNationwide Destination Retirement Fund0.46%
FLERXFranklin LifeSmart 2030 Retirement Target Fund0.40%
PAFOXPutnam Retirement Advantage 2030 Fund0.80%
JFFAXJPMorgan SmartRetirement 2055 Fund0.83%
JNABXJPMorgan SmartRetirement Blend 2050 Fund0.42%
NWMHXNationwide Destination 2040 Fund0.46%
FMTLXFranklin LifeSmart 2035 Retirement Target Fund0.40%
GIMCXNationwide Investor Destinations Conservative Fund0.53%
FLMTXFranklin LifeSmart Retirement Income Fund0.46%
MNEAXNYLI Conservative ETF Allocation Fund0.70%
JAKAXJPMorgan SmartRetirement 2060 Fund0.83%
JTBBXJPMorgan SmartRetirement Blend 2055 Fund0.42%
RMEAXAspiriant Risk-Managed Equity Allocation Fund1.49%
FRTSXFranklin LifeSmart 2020 Retirement Target Fund0.40%
GAIDXNationwide Investor Destinations Aggressive Fund0.50%
MGDAXNYLI Growth Allocation Fund0.89%
EVMLXThe E-Valuator Moderate (50%-70%) RMS Fund0.85%
URFFXVictory Target Retirement 2050 Fund0.58%
JAABXJPMorgan SmartRetirement Blend 2060 Fund0.42%
EVTTXThe E-Valuator Conservative/Moderate (30%-50%) RMS Fund1.09%
TMAFXTHRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND0.91%
NWNIXNationwide Destination 2045 Fund0.46%
EVCLXThe E-Valuator Conservative (15%-30%) RMS Fund0.98%
TMAIXTHRIVENT MODERATE ALLOCATION FUND0.83%
PAFUXPutnam Retirement Advantage 2035 Fund0.80%
EAORiShares ESG Aware 60/40 Balanced Allocation ETF0.18%
NWOIXNationwide Destination 2050 Fund0.46%
FLREXFranklin LifeSmart 2040 Retirement Target Fund0.40%
EVVLXThe E-Valuator Very Conservative (0%-15%) RMS Fund1.11%
BYLDiShares Yield Optimized Bond ETF0.17%
TCAIXTHRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND0.80%
HNDLStrategy Shares NASDAQ 7HANDL Index ETF0.95%
DYFIIDX Dynamic Fixed Income ETF1.33%
USCCXVictory Cornerstone Conservative Fund0.42%
EVGLXThe E-Valuator Growth (70%-85%) RMS Fund0.82%
PADLXPutnam Retirement Advantage Maturity Fund0.80%
PAGJXPutnam Retirement Advantage 2040 Fund0.80%
NTDIXNationwide Destination 2055 Fund0.46%
FTLQXFranklin Corefolio Allocation Fund0.70%
MOEAXNYLI Growth ETF Allocation Fund0.92%
ROBAXRobinson Tax Advantaged Income Fund3.17%
NDOWAnydrus Advantage ETF2.10%
FMLTXFranklin LifeSmart 2045 Retirement Target Fund0.40%
MGXAXNYLI Equity Allocation Fund0.95%
EAOMiShares ESG Aware 40/60 Moderate Allocation ETF0.18%
HCINXThe Institutional International Equity Portfolio$1M min0.60%
TAAIXTHRIVENT AGGRESSIVE ALLOCATION FUND1.02%
EAOAiShares ESG Aware 80/20 Aggressive Allocation ETF0.18%
JSMEXJPMorgan SmartRetirement 2065 Fund0.84%
PAFMXPutnam Retirement Advantage 2045 Fund0.80%
RMTBXAspiriant Risk-Managed Taxable Bond Fund1.17%
URSIXVictory Target Retirement 2060 Fund0.65%
NWWUXNationwide Destination 2060 Fund0.46%
DVOAXModerate Allocation Fund1.18%
ITDBiShares LifePath Target Date 2030 ETF0.09%
UCEQXVictory Cornerstone Equity Fund0.39%
DFAWDimensional World Equity ETF0.25%
EVAGXThe E-Valuator Aggressive Growth (85%-99%) RMS Fund0.81%

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