Investment Test Drive

NWBIX Nationwide Destination 2030 R

6 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund NWBIX Nationwide Destination 2030 R VTHRX Vanguard Target Retirement 2030 Inv TRRWX T. Rowe Price Target 2030  
100% 97% 97%
Annual Fees
(1.16% Exp. Ratio)
(0.15% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.86% annual return
$21,976.50 $29,813.88 $25,261.19
Est. savings over 30 yrs +$7,837.38 +$3,284.69
As of 9/30/16
1 YR RETURN 9.89%
3 YR 4.59%
5 YR 9.63%
10 YR --
1 YR RETURN 11.15%
3 YR 6.64%
5 YR 11.12%
10 YR 5.64%
1 YR RETURN 10.89%
3 YR 6.26%
5 YR --
10 YR --
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 2030. The fund allocates approximately 48% of its net assets in U.S. stocks (22% of which represents smaller companies), approximately 24% in international stocks, and approximately 19% in bonds (including mortgage-backed and asset-backed securities). It is non-diversified.
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2030 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by investing in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. It is managed based on the specific retirement year (target date 2030) included in its name and assumes a retirement age of 65. The target date refers to the approximate year an investor in the fund would plan to retire and likely stop making new investments in the fund.

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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.


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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