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 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 2030 Fund | 0.01% | — | Feb 2001 | NWLSX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | NWLSX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | NWLSX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | NWLSX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | NWLSX vs PPLIX |
Best Risk-Adjusted Alternatives to NWLSX
NWLSX has a PortfoliosLab risk / return rank of 62. There are 402 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | NWLSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | NWLSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | NWLSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | NWLSX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | NWLSX vs FRAMX |
Top Performing NWLSX Alternatives (YTD)
NWLSX is at 8.24% YTD. There are 380 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 | NWLSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | NWLSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | NWLSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | NWLSX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | NWLSX vs FWLSX |
Lowest Volatility Alternatives to NWLSX
NWLSX has 9.42% 1-year volatility. There are 269 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 | NWLSX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | NWLSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | NWLSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | NWLSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | NWLSX vs FIKFX |
Lowest Drawdown Alternatives to NWLSX
NWLSX has a 1-year max drawdown of -6.97%. There are 284 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | NWLSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | NWLSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | NWLSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | NWLSX 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 | NWLSX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 63 | 11.15% | — | Nov 1998 | NWLSX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 75 | 25.94% | — | Jun 1996 | NWLSX vs NWJCX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.53% | — | Nov 2015 | NWLSX vs NWXEX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 7 | 5.60% | — | Jan 2021 | NWLSX vs NWAUX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 27 | 21.38% | — | May 2001 | NWLSX vs NWHQX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 34 | 9.90% | — | Dec 1999 | NWLSX vs GIIAX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 20.34% | — | Dec 1999 | NWLSX vs GMRAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.15% | — | Jan 1999 | NWLSX vs NWHVX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 38 | 14.87% | — | Dec 1999 | NWLSX vs GMXAX |
Often Compared With NWLSX
Investors most often compare NWLSX with VTTHX, GBIAX, FHJEX. 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