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Holdings (Monthly) Guide ↗

Nationwide Investor Destinations Moderate Fund

· Nationwide Mutual Funds
Monthly Holdings $678M AUM 17 positions Period Apr 2026 Filed Jun 23, 2026 EDGAR ↗ ← All Funds
All 5 New 2 Added 17 Reduced · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Nationwide Bond Portfolio 63868D662 Jan 2026 16,319,331 -314,863 $140.0M -2.2% 21.82%
2 Nationwide Fundamental All Cap Equity Portfolio 63868D647 Jan 2026 4,872,070 -108,562 $65.4M +0.4% 10.19%
3 Nationwide International Equity Portfolio 63868D639 Jan 2026 4,305,433 -298,218 $62.0M -2.8% 9.65%
4 Nationwide Large Cap Equity Portfolio 63868D563 Jan 2026 4,334,883 -195,771 $48.6M +0.1% 7.58%
5 Nationwide U.S. 130/30 Equity Portfolio 63868D654 Jan 2026 3,820,052 -284,599 $48.6M -0.0% 7.57%
6 Nationwide International Index Fund 63867T866 Jan 2026 4,340,769 -226,975 $48.6M -3.3% 7.57%
7 Nationwide Loomis Short Term Bond Fund 63868C821 Jan 2026 4,264,673 -75,540 $42.6M -2.4% 6.64%
8 Nationwide Loomis Core Bond Fund 63868C300 Jan 2026 4,003,203 -43,644 $37.8M -2.3% 5.89%
9 iShares Core MSCI Emerging Markets ETF 46434G103 Jan 2026 462,276 -34,686 $36.3M +0.6% 5.65%
10 iShares Core S&P Small-Cap ETF 464287804 Jan 2026 190,074 -8,441 $26.1M +3.3% 4.06%
11 Nationwide Mid Cap Market Index Fund 63867U780 Jan 2026 1,357,938 -51,549 $23.4M +2.2% 3.64%
12 iShares Core S&P 500 ETF 464287200 Jan 2026 29,336 -541 $21.2M +2.0% 3.30%
13 JPMorgan Equity Premium Income ETF 46641Q332 Jan 2026 220,293 -1,681 $12.7M -2.4% 1.98%
14 Nationwide Inflation-Protected Securities Fund 63867R134 Jan 2026 700,103 -12,998 $6.4M -1.4% 0.99%
15 iShares J.P. Morgan USD Emerging Markets Bond ETF 464288281 Jan 2026 66,565 -805 $6.4M -2.0% 0.99%
16 Nationwide Strategic Income Fund 63868C599 Jan 2026 626,937 -9,159 $6.4M -2.0% 0.99%
17 Nationwide GQG US Quality Equity Fund 63868D696 Jan 2026 424,136 -32,043 $6.3M -3.5% 0.98%