Mutual Fund Insights: Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX)

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

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

  

Last Trade: $9.63 on 3/11/2010, Change: +0.02 (0.21%)

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

  

Fund Manager - Thomas R. Hickey

Fund Manager Tenure: 3.0 years
Fundmojo Fund Grade: C (Score: 0.58)     (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 Mod Cnsrv Svc Fund (NSDCX)

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

• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) management has been with Nationwide Inv Dest Mod Cnsrv Svc Fund for 3.0 years
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) has good mid-term performance (3-year return 0.34% vs 0.26% Conservative Allocation category average)
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) has good Long-term performance (5-year return 3.04% vs 2.80% Conservative Allocation category average)
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) ratio of up-years vs down years is greater than 2
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) has an annual stock turnover rate of 22.80% vs Conservative Allocation average of 74.77%. It is good that Nationwide Inv Dest Mod Cnsrv Svc management does not trade extensively for its return.
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.06, lower than category average of 10.66

  

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

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

• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) has a less-than-ideal short-term performance (1-year return 17.25% vs 22.81% Conservative Allocation category average)
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) has a Morningstar rating of 3 and below
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) is less safe compared to its Conservative Allocation peers
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) does not have a good risk adjusted return as its 3-year Alpha of -0.77 is worse than category average of -0.63, and its 3-year Sharpe ratio is -0.13
• Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) has a higher management fee of 0.90% than its Conservative Allocation average of 0.86%
• Even though Nationwide Inv Dest Mod Cnsrv Svc Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

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

  

  

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Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) Net Asset

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

Date	Net Asset
01/2010	$265.76M
11/2009	$267.10M
10/2009	$263.58M

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

  

Nationwide Inv Dest Mod Cnsrv Svc Fund (NSDCX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
10/2009	14%	37.15%	48.8%	0.04%
09/2009	24.77%	37.82%	37.34%	0.07%
08/2009	24.38%	41.44%	33.62%	0.56%

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

  

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

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

31-Oct-09 Nationwide Bond Index Instl [35.93%] Nationwide S&P 500 Index Instl [19.59%] Nationwide Enhanced Income Instl [10.17%] Nationwide International Index Instl [9.65%] Nationwide Mid Cap Market Index Instl [9.46%] Nationwide Contract [9.1%] Nationwide Money Market Instl [6.09%] N/A [0%] N/A [0%] N/A [0%]

30-Sep-09 Nationwide Bond Index Instl [35.41%] Nationwide S&P 500 Index Instl [19.83%] Nationwide Enhanced Income Instl [10.06%] Nationwide Mid Cap Market Index Instl [9.84%] Nationwide International Index Instl [9.8%] Nationwide Money Market Instl [6.03%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Aug-09 Nationwide Bond Index Instl [33.35%] Nationwide S&P 500 Index Instl [21.38%] Nationwide Mid Cap Market Index Instl [11.09%] Nationwide International Index Instl [10.75%] Nationwide Enhanced Income Instl [9.96%] Nationwide Money Market Instl [5.5%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

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

  

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

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