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Holdings (Monthly) Guide ↗

Nationwide Destination 2045 Fund

· Nationwide Mutual Funds
Monthly Holdings $165M AUM 15 positions Period Apr 2026 Filed Jun 23, 2026 EDGAR ↗ ← All Funds
All 6 Added 8 Reduced 1 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Nationwide Fundamental All Cap Equity Portfolio 63868D647 Jan 2026 3,283,104 +8,960 $44.1M +2.9% 26.68%
2 Nationwide International Index Fund 63867T866 Jan 2026 1,728,652 -64,143 $19.3M -1.9% 11.70%
3 Nationwide U.S. 130/30 Equity Portfolio 63868D654 Jan 2026 1,458,779 -61,450 $18.6M +3.1% 11.23%
4 Nationwide Bond Portfolio 63868D662 Jan 2026 2,125,572 -25,568 $18.2M -1.5% 11.03%
5 Nationwide Large Cap Equity Portfolio 63868D563 Jan 2026 1,623,121 -43,026 $18.2M +2.0% 11.02%
6 Nationwide International Equity Portfolio 63868D639 Jan 2026 1,116,303 -72,900 $16.1M -2.5% 9.72%
7 iShares Core MSCI Emerging Markets ETF 46434G103 Jan 2026 180,359 -9,068 $14.2M +3.0% 8.56%
8 iShares Core S&P 500 ETF 464287200 Jan 2026 7,420 +15 $5.4M +4.1% 3.24%
9 Nationwide Small Cap Index Fund 63867V861 Jan 2026 327,078 +1,768 $4.9M +7.8% 2.98%
10 JPMorgan Equity Premium Income ETF 46641Q332 Jan 2026 54,687 -854 $3.1M -3.2% 1.91%
11 Nationwide Strategic Income Fund 63868C599 Jan 2026 202,643 -133 $2.1M -0.7% 1.25%
12 Nationwide Loomis Short Term Bond Fund 63868C821 Jan 2026 86,424 +883 $864K +0.3% 0.52%
13 Nationwide Inflation-Protected Securities Fund 63867R134 Jan 2026 18,754 +4,435 $171K +31.5% 0.10%
14 iShares U.S. Treasury Bond ETF 46429B267 Jan 2026 7,085 +19 $162K -0.7% 0.10%
CF SECURED LLC N/A 3,390,495 SOLD $3.4M