Holdings (Monthly)
Guide ↗
Nationwide Destination 2070 Fund
· Nationwide Mutual Funds| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Nationwide Fundamental All Cap Equity Portfolio | 63868D647 | Jan 2026 | 32,177 | +5,824 | $432K | +25.3% | 27.57% | — |
| 2 | Nationwide International Index Fund | 63867T866 | Jan 2026 | 18,630 | +3,469 | $208K | +25.0% | 13.30% | — |
| 3 | Nationwide Large Cap Equity Portfolio | 63868D563 | Jan 2026 | 17,942 | +2,869 | $201K | +24.6% | 12.84% | — |
| 4 | Nationwide U.S. 130/30 Equity Portfolio | 63868D654 | Jan 2026 | 15,212 | +2,102 | $193K | +24.7% | 12.34% | — |
| 5 | Nationwide International Equity Portfolio | 63868D639 | Jan 2026 | 12,836 | +2,149 | $185K | +24.8% | 11.78% | — |
| 6 | iShares Core MSCI Emerging Markets ETF | 46434G103 | Jan 2026 | 1,905 | +232 | $150K | +23.2% | 9.54% | — |
| 7 | Nationwide Bond Portfolio | 63868D662 | Jan 2026 | 8,003 | +1,628 | $69K | +25.1% | 4.38% | — |
| 8 | Nationwide Small Cap Index Fund | 63867V861 | Jan 2026 | 3,454 | +580 | $52K | +28.9% | 3.32% | — |
| 9 | iShares Core S&P 500 ETF | 464287200 | Jan 2026 | 61 | +6 | $44K | +15.2% | 2.81% | — |
| 10 | JPMorgan Equity Premium Income ETF | 46641Q332 | Jan 2026 | 548 | +119 | $32K | +25.6% | 2.01% | — |
| 11 | iShares U.S. Treasury Bond ETF | 46429B267 | Jan 2026 | 54 | — | $1K | -0.9% | 0.08% | — |