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 2040 Fund | 0.01% | — | Feb 2001 | NWLSX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | NWLSX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | NWLSX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | NWLSX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | NWLSX vs LTRIX |
Best Risk-Adjusted Alternatives to NWLSX
NWLSX has a PortfoliosLab risk / return rank of 64. There are 422 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | NWLSX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | NWLSX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | NWLSX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | NWLSX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | NWLSX vs DRILX |
Top Performing NWLSX Alternatives (YTD)
NWLSX is at 8.28% YTD. There are 385 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | NWLSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | NWLSX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | NWLSX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | NWLSX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | NWLSX vs FFBQX |
Lowest Volatility Alternatives to NWLSX
NWLSX has 8.79% 1-year volatility. There are 297 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | NWLSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | NWLSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | NWLSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | NWLSX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | NWLSX vs FRQAX |
Lowest Drawdown Alternatives to NWLSX
NWLSX has a 1-year max drawdown of -6.88%. There are 281 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 | 2.29% | — | Nov 2015 | NWLSX vs NWXHX | |
| Nationwide S&P 500 Index Fund | S&P 500 | 71 | 11.55% | — | Nov 1998 | NWLSX vs GRISX | |
| Nationwide NYSE Arca Tech 100 Index Fund | Technology Equities | 81 | 27.01% | — | Jun 1996 | NWLSX vs NWJCX | |
| Nationwide Bailard Technology and Science Fund | Technology Equities | 38 | 25.03% | — | May 2001 | NWLSX vs NWHQX | |
| Nationwide GQG US Quality Equity Fund | Large Cap Blend Equities | 6 | 7.43% | — | Jan 2021 | NWLSX vs NWAUX | |
| Nationwide International Index Fund | Foreign Large Cap Equities | 25 | 9.14% | — | Dec 1999 | NWLSX vs GIIAX | |
| Nationwide Geneva Mid Cap Growth Fund | Mid Cap Growth Equities | 1 | -2.90% | — | Jan 1999 | NWLSX vs NWHVX | |
| Nationwide Small Cap Index Fund | Small Cap Blend Equities | 62 | 18.35% | — | Dec 1999 | NWLSX vs GMRAX | |
| Nationwide Strategic Income A | Multisector Bonds | 99 | 2.17% | — | Nov 2015 | NWLSX vs NWXEX | |
| Nationwide Mid Cap Market Index Fund | Mid Cap Blend Equities | 44 | 13.94% | — | Dec 1999 | NWLSX vs GMXAX |
Often Compared With NWLSX
Investors most often compare NWLSX with VTTHX, GBIAX, FRQKX. 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