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Holdings (Monthly) Guide ↗

Nationwide Investor Destinations Conservative Fund

· Nationwide Mutual Funds
Monthly Holdings $254M 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 8,885,742 $76.5M 31.22%
2 Nationwide Loomis Short Term Bond Fund 63868C821 Jan 2026 3,407,555 $34.3M 14.00%
3 Nationwide Loomis Core Bond Fund 63868C300 Jan 2026 2,945,875 $28.2M 11.49%
4 iShares J.P. Morgan USD Emerging Markets Bond ETF 464288281 Jan 2026 140,246 $13.5M 5.53%
5 iShares Core International Aggregate Bond ETF 46435G672 Jan 2026 244,643 $12.3M 5.02%
6 Nationwide Inflation-Protected Securities Fund 63867R134 Jan 2026 1,352,378 $12.3M 5.01%
7 iShares Core S&P 500 ETF 464287200 Jan 2026 12,509 $8.7M 3.55%
8 Nationwide International Equity Portfolio 63868D639 Jan 2026 592,485 $8.2M 3.35%
9 Nationwide International Index Fund 63867T866 Jan 2026 700,403 $7.7M 3.14%
10 JPMorgan Equity Premium Income ETF 46641Q332 Jan 2026 125,910 $7.4M 3.01%
11 Nationwide Fundamental All Cap Equity Portfolio 63868D647 Jan 2026 487,512 $6.4M 2.60%
12 Nationwide Strategic Income Fund 63868C599 Jan 2026 599,912 $6.1M 2.50%
13 Nationwide Large Cap Equity Portfolio 63868D563 Jan 2026 568,430 $6.1M 2.49%
14 Nationwide U.S. 130/30 Equity Portfolio 63868D654 Jan 2026 514,138 $6.1M 2.48%
15 SANTANDER US CAPITAL MARKETS LLC N/A Jan 2026 5,000,000 $5.0M 2.04% RA
16 iShares Core MSCI Emerging Markets ETF 46434G103 Jan 2026 62,714 $4.6M 1.86%
17 Nationwide Mid Cap Market Index Fund 63867U780 Jan 2026 205,003 $3.3M 1.36%
18 CF SECURED LLC N/A Jan 2026 2,988,666 $3.0M 1.22% RA
19 iShares Core S&P Small-Cap ETF 464287804 Jan 2026 16,736 $2.1M 0.87%
20 iShares U.S. Treasury Bond ETF 46429B267 Jan 2026 53,413 $1.2M 0.50%
21 ING FINANCIAL MARKETS LLC N/A Jan 2026 1,000,000 $1.0M 0.41% RA