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Holdings (Monthly) Guide ↗

Nationwide Investor Destinations Moderate Fund

· Nationwide Mutual Funds
Monthly Holdings $691M AUM 21 positions Period Jan 2026 Filed Mar 19, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Nationwide Bond Portfolio 63868D662 Jan 2026 16,634,194 $143.2M 22.07%
2 Nationwide Fundamental All Cap Equity Portfolio 63868D647 Jan 2026 4,980,633 $65.2M 10.05%
3 Nationwide International Equity Portfolio 63868D639 Jan 2026 4,603,651 $63.8M 9.82%
4 Nationwide International Index Fund 63867T866 Jan 2026 4,567,743 $50.2M 7.74%
5 Nationwide U.S. 130/30 Equity Portfolio 63868D654 Jan 2026 4,104,651 $48.6M 7.49%
6 Nationwide Large Cap Equity Portfolio 63868D563 Jan 2026 4,530,655 $48.6M 7.48%
7 Nationwide Loomis Short Term Bond Fund 63868C821 Jan 2026 4,340,213 $43.7M 6.73%
8 Nationwide Loomis Core Bond Fund 63868C300 Jan 2026 4,046,847 $38.7M 5.96%
9 iShares Core MSCI Emerging Markets ETF 46434G103 Jan 2026 496,962 $36.1M 5.56%
10 CF SECURED LLC N/A Jan 2026 29,443,126 $29.4M 4.54% RA
11 iShares Core S&P Small-Cap ETF 464287804 Jan 2026 198,515 $25.2M 3.89%
12 Nationwide Mid Cap Market Index Fund 63867U780 Jan 2026 1,409,487 $22.9M 3.52%
13 iShares Core S&P 500 ETF 464287200 Jan 2026 29,877 $20.8M 3.20%
14 JPMorgan Equity Premium Income ETF 46641Q332 Jan 2026 221,974 $13.0M 2.00%
15 NOMURA SECURITIES INTERNATIONAL INC N/A Jan 2026 10,000,000 $10.0M 1.54% RA
16 Nationwide GQG US Quality Equity Fund 63868D696 Jan 2026 456,179 $6.5M 1.00%
17 iShares J.P. Morgan USD Emerging Markets Bond ETF 464288281 Jan 2026 67,370 $6.5M 1.00%
18 Nationwide Strategic Income Fund 63868C599 Jan 2026 636,096 $6.5M 1.00%
19 Nationwide Inflation-Protected Securities Fund 63867R134 Jan 2026 713,101 $6.5M 1.00%
20 iShares U.S. Treasury Bond ETF 46429B267 Jan 2026 140,181 $3.2M 0.50%
21 MAREX CAPITAL MARKETS INC N/A Jan 2026 2,000,000 $2.0M 0.31% RA