Mutual Fund Insights: Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

In-depth Analysis of Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

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See Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) performance details as of January 31, 2010

  

Last Trade: $10.02 on 3/18/2010, Change: -0.01 (-0.1%)

Experiment our closing price forecasting tool for Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) (alpha release)

  

Fund Manager - Thomas R. Hickey

Fund Manager Tenure: 3.1 years   [Similar Funds: NDCAX  NDCBX  NDCCX ]
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Hickey joined NFA in April 2001 and is vice president of Portfolio Analytics and Product Management where he oversees various asset allocation and index mutual fund products.  Get more insights on Thomas R. Hickey

  

 What we like about Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

Data for Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) as of January 31, 2010

• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) management has been with Nationwide Inv Dest Cnsrv Svc Fund for 3.1 years
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) has good mid-term performance (3-year return 2.26% vs 0.26% Conservative Allocation category average)
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) has good Long-term performance (5-year return 3.34% vs 2.80% Conservative Allocation category average)
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) ratio of up-years vs down years is greater than 2
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) has a Morningstar rating of 4 and above
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) has an annual stock turnover rate of 23.94% vs Conservative Allocation average of 74.77%. It is good that Nationwide Inv Dest Cnsrv Svc management does not trade extensively for its return.
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.05, lower than category average of 10.66

  

 What we are cautious about Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

Data for Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) as of January 31, 2010

• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) has a less-than-ideal short-term performance (1-year return 10.61% vs 22.81% Conservative Allocation category average)
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) is less safe compared to its Conservative Allocation peers
• Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) has a higher management fee of 0.91% than its Conservative Allocation average of 0.86%
• Even though Nationwide Inv Dest Cnsrv Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) performance details as of January 31, 2010

  

  

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Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) Net Asset

Track net asset change of Nationwide Inv Dest Cnsrv Svc fund (NDCSX)

Date	Net Asset
01/2010	$194.77M
11/2009	$200.51M
10/2009	$197.37M

More historic net asset information on Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

  

Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) Portfolio Allocation

Track portfolio allocation change of Nationwide Inv Dest Cnsrv Svc fund (NDCSX)

Date	Cash	Stock	Bond	Other
10/2009	19.14%	18.23%	62.62%	0.02%
09/2009	37.3%	18.71%	43.92%	0.06%
08/2009	36.71%	21.7%	40.94%	0.65%

Click here to see more historic asset allocation information on Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

  

Most Recent Top 10 Holdings in Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

Discover what Nationwide Inv Dest Cnsrv Svc Fund (NDCSX) manager is buying

31-Oct-09 Nationwide Bond Index Instl [40.78%] Nationwide Contract [16.1%] Nationwide Enhanced Income Instl [14.08%] Nationwide Money Market Instl [10.03%] Nationwide S&P 500 Index Instl [9.7%] Nationwide Mid Cap Market Index Instl [4.68%] Nationwide International Index Instl [4.65%] N/A [0%] N/A [0%] N/A [0%]

30-Sep-09 Nationwide Bond Index Instl [40.41%] Nationwide Enhanced Income Instl [14.02%] Nationwide Money Market Instl [10.01%] Nationwide S&P 500 Index Instl [9.88%] Nationwide Mid Cap Market Index Instl [4.9%] Nationwide International Index Instl [4.75%] Nationwide International Index Instl [5.28%] N/A [0%] N/A [0%] N/A [0%]

31-Aug-09 Nationwide Bond Index Instl [39.43%] Nationwide Enhanced Income Instl [14.05%] Nationwide S&P 500 Index Instl [11.48%] Nationwide Money Market Instl [11.42%] Nationwide Mid Cap Market Index Instl [5.59%] Nationwide International Index Instl [5.58%] Nationwide International Index Instl [5.28%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

  

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See more information on Nationwide Inv Dest Cnsrv Svc Fund (NDCSX)

• Nationwide Inv Dest Cnsrv Svc Fund Insights
• Nationwide Inv Dest Cnsrv Svc Fund Performance Data
• Nationwide Inv Dest Cnsrv Svc Fund News
• Nationwide Inv Dest Cnsrv Svc Fund Score Explaination
• Nationwide Inv Dest Cnsrv Svc Fund Manager Information
• Historic Nationwide Inv Dest Cnsrv Svc Fund Asset Allocation Report
• Historic Nationwide Inv Dest Cnsrv Svc Fund Top 10 Holding Tracking
• Historic Nationwide Inv Dest Cnsrv Svc Fund Asset Under Management Tracking