Investment Test Drive

NWHCX Nationwide Destination 2025 C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund NWHCX Nationwide Destination 2025 C LTTKX MFS Lifetime 2025 R6 GMWZX GuideStone Funds MyDestination 2025 Inv  
100% 96% 95%
Annual Fees
(1.48% Exp. Ratio)
(0.47% Exp. Ratio)
(1.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.73% annual return
$19,186.76 $26,054.91 $22,198.59
Est. savings over 30 yrs +$6,868.15 +$3,011.83
As of 12/31/16
1 YR RETURN 7.63%
3 YR 2.73%
5 YR 7.32%
10 YR --
1 YR RETURN 7.65%
3 YR 3.78%
5 YR --
10 YR --
1 YR RETURN 8.01%
3 YR 2.90%
5 YR 7.40%
10 YR 3.91%
The investment seeks capital appreciation and income consistent with its current asset allocation. The fund is a "fund of funds" that invests primarily in affiliated mutual funds representing a variety of asset classes. It invests in a professionally selected mix of different asset classes that is tailored for investors planning to retire in, or close to, the year 2025. The fund allocates approximately 42% of its net assets in U.S. stocks (18% of which represents smaller companies), approximately 23% in international stocks, and approximately 26% in fixed-income securities. It is non-diversified.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in the fund's name; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2025. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.
The investment seeks the highest total return over time consistent with its asset mix. The fund, through investments predominantly in the GuideStone Funds Select Funds, is managed to the specific retirement year included in its name by adjusting the percentage of fixed-income securities and the percentage of equity securities to become more conservative each year until reaching the year approximately 12 years after the retirement year.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


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.


Your Feedback has been sent successfully!