Nationwide Destination 2035 Fund (NWLSX) 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 NWLSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NWLSX
NWLSX charges 0.38% annually. There are 302 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 2055 Fund | 0.01% | — | Feb 2008 | NWLSX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | NWLSX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | NWLSX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | NWLSX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | NWLSX vs PLWIX |
Best Risk-Adjusted Alternatives to NWLSX
NWLSX has a PortfoliosLab risk / return rank of 66. There are 284 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | NWLSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | NWLSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | NWLSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | NWLSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | NWLSX vs URTRX |
Top Performing NWLSX Alternatives (YTD)
NWLSX is at 7.50% YTD. There are 359 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | NWLSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | NWLSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | NWLSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | NWLSX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | NWLSX vs FQLSX |
Lowest Volatility Alternatives to NWLSX
NWLSX has 9.66% 1-year volatility. There are 252 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | NWLSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | NWLSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | NWLSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | NWLSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | NWLSX vs DRIQX |
Lowest Drawdown Alternatives to NWLSX
NWLSX has a 1-year max drawdown of -6.97%. There are 262 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 | NWLSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | NWLSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | NWLSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | NWLSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | NWLSX vs PRMYX |
Other Mutual Funds from Nationwide
The 10 most viewed Nationwide mutual funds shown here include NWXHX, NWXEX, GRISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | Multisector Bonds | 99 | 2.57% | — | Nov 2015 | NWLSX vs NWXHX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.50% | — | Nov 2015 | NWLSX vs NWXEX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 58 | 9.12% | — | Nov 1998 | NWLSX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 70 | 20.98% | — | Jun 1996 | NWLSX vs NWJCX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 63 | 12.14% | — | Dec 1999 | NWLSX vs GIIAX | |
| Nationwide GQG US Quality Equity Fund | Quality Factor, Large Cap Blend Equities | 13 | 5.53% | — | Jan 2021 | NWLSX vs NWAUX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 19 | 12.92% | — | May 2001 | NWLSX vs NWHQX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 76 | 19.02% | — | Dec 1999 | NWLSX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -1.87% | — | Jan 1999 | NWLSX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 50 | 14.41% | — | Dec 1999 | NWLSX vs GMXAX |
Often Compared With NWLSX
Investors most often compare NWLSX with VTTHX, GBIAX, FRQHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NWLSX with Any Fund or Stock
Compare NWLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NWLSX with funds that move differently
Nationwide Destination 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NWLSX.
Explore NWLSX Diversifiers