Nationwide Destination 2055 Fund (NTDSX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NTDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NTDSX
NTDSX charges 0.38% annually. There are 301 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | NTDSX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | NTDSX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | NTDSX vs PTDIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | NTDSX vs PLWIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | NTDSX vs JRLVX |
Best Risk-Adjusted Alternatives to NTDSX
NTDSX has a PortfoliosLab risk / return rank of 60. There are 421 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | NTDSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | NTDSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | NTDSX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | NTDSX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | NTDSX vs FRAMX |
Top Performing NTDSX Alternatives (YTD)
NTDSX is at 11.42% YTD. There are 170 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | NTDSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | NTDSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | NTDSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | NTDSX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | NTDSX vs FVTKX |
Lowest Volatility Alternatives to NTDSX
NTDSX has 12.51% 1-year volatility. There are 468 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | NTDSX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | NTDSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | NTDSX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | NTDSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | NTDSX vs FIKFX |
Lowest Drawdown Alternatives to NTDSX
NTDSX has a 1-year max drawdown of -8.90%. There are 456 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | NTDSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | NTDSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | NTDSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | NTDSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | NTDSX vs FRKMX |
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 | 2.57% | — | Nov 2015 | NTDSX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 62 | 10.66% | — | Nov 1998 | NTDSX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 74 | 25.66% | — | Jun 1996 | NTDSX vs NWJCX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.43% | — | Nov 2015 | NTDSX vs NWXEX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 25 | 21.45% | — | May 2001 | NTDSX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 7 | 4.94% | — | Jan 2021 | NTDSX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 9.80% | — | Dec 1999 | NTDSX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 67 | 20.89% | — | Dec 1999 | NTDSX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -1.96% | — | Jan 1999 | NTDSX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 41 | 14.94% | — | Dec 1999 | NTDSX vs GMXAX |
Often Compared With NTDSX
Investors most often compare NTDSX with FFSZX, LTFIX, PDAHX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NTDSX with Any Fund or Stock
Compare NTDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NTDSX with funds that move differently
Nationwide Destination 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NTDSX.
Explore NTDSX Diversifiers