Nationwide Inv Dest Cnsrv Svc (NDCSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.30
-0.01 (-0.10%)
At close: Dec 4, 2025
0.29%
Fund Assets378.99M
Expense Ratio0.93%
Min. Investment$50,000
Turnovern/a
Dividend (ttm)0.53
Dividend Yield5.12%
Dividend Growth62.62%
Payout FrequencyQuarterly
Ex-Dividend DateSep 11, 2025
Previous Close10.31
YTD Return7.86%
1-Year Return5.79%
5-Year Return11.39%
52-Week Low9.42
52-Week High10.31
Beta (5Y)n/a
Holdings20
Inception DateMar 31, 2000

About NDCSX

The Nationwide Inv Dest Cnsrv Svc (NDCSX) seeks to maximize total investment return by seeking income and, secondarily, long term growth of capital. The Conservative Fund's allocation focuses on bonds and short-term investments while including some stock investments for long-term growth.

Fund Family Nationwide Fds Serv
Category Mix Tgt Alloc Con
Stock Exchange NASDAQ
Ticker Symbol NDCSX
Share Class Service Class
Index Index is not available on Lipper Database

Performance

NDCSX had a total return of 5.79% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.88%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
VGYAXVanguardVanguard Global Wellesley Income Admiral0.31%
VWIAXVanguardVanguard Wellesley Income Admiral0.16%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
GIMCXClass R60.53%
NWWLXInstitutional Service Class0.59%
NDCAXClass A0.83%
GCFRXClass R1.18%

Top 10 Holdings

83.66% of assets
NameSymbolWeight
Nationwide Bond Portfolio R6n/a29.04%
Nationwide Loomis Short Term Bd R6n/a12.58%
Nationwide Loomis Core Bond R6n/a9.51%
Fidelity Government PortfolioFRGXX8.01%
iShares Core International Aggregate Bond ETFIAGG7.01%
Nationwide Inflation-Prot Secs R6n/a4.98%
iShares JP Morgan USD Emerging Markets Bond ETFEMB3.52%
iShares Core S&P 500 ETFIVV3.02%
iShares U.S. Treasury Bond ETFGOVT3.01%
JPMorgan Equity Premium Income ETFJEPI2.98%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Sep 11, 2025$0.04491Sep 12, 2025
Jun 12, 2025$0.04619Jun 13, 2025
Mar 13, 2025$0.02321Mar 14, 2025
Dec 23, 2024$0.41329Dec 24, 2024
Sep 12, 2024$0.0398Sep 13, 2024
Jun 13, 2024$0.04042Jun 14, 2024
Full Dividend History