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Holdings (Monthly) Guide ↗

Nationwide Investor Destinations Moderately Conservative Fund

· Nationwide Mutual Funds
Monthly Holdings $212M AUM 17 positions Period Apr 2026 Filed Jun 23, 2026 EDGAR ↗ ← All Funds
All 2 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 6,293,399 -171,761 $54.0M -3.0% 26.06%
2 Nationwide Loomis Short Term Bond Fund 63868C821 Jan 2026 2,157,194 -51,607 $21.6M -3.0% 10.41%
3 Nationwide International Equity Portfolio 63868D639 Jan 2026 1,163,332 -75,243 $16.7M -2.4% 8.08%
4 Nationwide Loomis Core Bond Fund 63868C300 Jan 2026 1,735,712 -31,075 $16.4M -3.0% 7.91%
5 Nationwide Fundamental All Cap Equity Portfolio 63868D647 Jan 2026 1,116,184 -37,874 $15.0M -0.8% 7.23%
6 Nationwide Large Cap Equity Portfolio 63868D563 Jan 2026 961,108 -55,282 $10.8M -1.0% 5.20%
7 Nationwide U.S. 130/30 Equity Portfolio 63868D654 Jan 2026 846,962 -75,544 $10.8M -1.4% 5.20%
8 Nationwide International Index Fund 63867T866 Jan 2026 913,242 -46,310 $10.2M -3.2% 4.93%
9 iShares Core MSCI Emerging Markets ETF 46434G103 Jan 2026 113,246 -8,770 $8.9M +0.4% 4.29%
10 iShares J.P. Morgan USD Emerging Markets Bond ETF 464288281 Jan 2026 86,202 -1,556 $8.3M -2.6% 3.99%
11 iShares Core S&P 500 ETF 464287200 Jan 2026 9,505 -402 $6.9M -0.3% 3.31%
12 Nationwide Inflation-Protected Securities Fund 63867R134 Jan 2026 680,245 -18,249 $6.2M -2.2% 2.99%
13 Nationwide Mid Cap Market Index Fund 63867U780 Jan 2026 283,012 -12,189 $4.9M +1.7% 2.35%
14 iShares Core S&P Small-Cap ETF 464287804 Jan 2026 34,567 -1,810 $4.7M +2.6% 2.29%
15 JPMorgan Equity Premium Income ETF 46641Q332 Jan 2026 71,621 -855 $4.1M -2.8% 1.99%
16 iShares Core International Aggregate Bond ETF 46435G672 Jan 2026 82,553 -1,558 $4.1M -2.6% 1.99%
17 Nationwide Strategic Income Fund 63868C599 Jan 2026 254,382 -5,229 $2.6M -2.6% 1.25%