Investment Test Drive

NSDMX Nationwide Inv Dest Mod Svc

2 lower fee alternatives found

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Fund NSDMX Nationwide Inv Dest Mod Svc VSMGX Vanguard LifeStrategy Moderate Gr Inv SWBGX Schwab MarketTrack Balanced  
Similarity
?
100% 87% 88%
Annual Fees
?
$92.88
(0.89% Exp. Ratio)
$14.61
(0.14% Exp. Ratio)
$66.79
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.35% annual return
$27,469.28 $34,440.53 $29,625.82
Est. savings over 30 yrs +$6,971.25 +$2,156.55
Return
As of 11/30/16
1 YR RETURN 4.20%
3 YR 3.12%
5 YR 6.83%
10 YR 4.11%
1 YR RETURN 4.35%
3 YR 4.42%
5 YR 7.76%
10 YR 4.66%
1 YR RETURN 5.61%
3 YR 4.20%
5 YR 7.70%
10 YR 4.43%
Description
The investment seeks to maximize total investment return for a moderate level of risk. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It also invests in certain underlying funds that are not index funds. The fund aims to provide diversification across major asset classes-U.S. stocks, international stocks, and bonds-by investing primarily in mutual funds offered by Nationwide Mutual Funds and a fixed interest contract issued by Nationwide Life Insurance Company ("Nationwide Contract"). It is non-diversified.
The investment seeks capital appreciation and a low to moderate level of current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and 40% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.
The investment seeks both capital growth and income. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. The portfolio's allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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