Nationwide Investor Destinations Moderate Fund (NADMX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NADMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NADMX
NADMX charges 0.53% annually. There are 203 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | NADMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | NADMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | NADMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | NADMX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | NADMX vs FYMIX |
Best Risk-Adjusted Alternatives to NADMX
NADMX has a PortfoliosLab risk / return rank of 64. There are 256 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | NADMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | NADMX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | NADMX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | NADMX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | NADMX vs FSRKX |
Top Performing NADMX Alternatives (YTD)
NADMX is at 7.84% YTD. There are 223 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | NADMX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | NADMX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | NADMX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | NADMX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | NADMX vs DGIFX |
Lowest Volatility Alternatives to NADMX
NADMX has 8.15% 1-year volatility. There are 271 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | NADMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | NADMX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | NADMX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | NADMX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | NADMX vs CSTAX |
Lowest Drawdown Alternatives to NADMX
NADMX has a 1-year max drawdown of -6.30%. There are 267 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | NADMX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | NADMX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | NADMX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | NADMX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | NADMX vs FSRRX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, GRISX, NWJCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.29% | — | Nov 2015 | NADMX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 71 | 11.55% | — | Nov 1998 | NADMX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 27.01% | — | Jun 1996 | NADMX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 38 | 25.03% | — | May 2001 | NADMX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 6 | 7.43% | — | Jan 2021 | NADMX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 25 | 9.14% | — | Dec 1999 | NADMX vs GIIAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.90% | — | Jan 1999 | NADMX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 18.35% | — | Dec 1999 | NADMX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.17% | — | Nov 2015 | NADMX vs NWXEX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 44 | 13.94% | — | Dec 1999 | NADMX vs GMXAX |
Often Compared With NADMX
Investors most often compare NADMX with QBDSX, PUDZX, BLNDX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | NADMX vs QBDSX | |
| PGIM Real Assets Fund | Diversified Portfolio | 89 | 13.05% | — | Dec 2010 | NADMX vs PUDZX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | NADMX vs BLNDX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | NADMX vs DGTSX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | NADMX vs IOEZX | |
| Nationwide Investor Destinations Moderately Aggres... | Diversified Portfolio | 67 | 10.65% | — | Mar 2000 | NADMX vs NDMAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.74% | — | Sep 2005 | NADMX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 95 | 8.65% | — | Sep 2005 | NADMX vs FSRTX |
Compare NADMX with Any Fund or Stock
Compare NADMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NADMX with funds that move differently
Nationwide Investor Destinations Moderate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NADMX.
Explore NADMX Diversifiers