NI
| |
Nationwide Investor Destinations Aggressive Fund | NDAAXMutual Fund | |
| NATIONWIDE MUTUAL FUNDS | |
| Last update 2025-06-27 | 5 Stocks (2 new) |
| Value $79.00 Mil | Turnover 37 % |
Nationwide Investor Destinatio... Top Holdings of 2025-04-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 582,464 | 31,552.1 | -2.74% | 39.960 | -1.68% | 0.040 | +15.76% | +19.60% | 100,206.8 | ||
IVV | iShares Core S&P 500 ETF | 31,017 | 17,306.3 | New Holding | 21.920 | +21.92% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
JEPI | JPMorgan Equity Premium Income ETF | 218,145 | 12,126.7 | New Holding | 15.360 | +15.36% | 0.030 | +6.99% | +3.82% | 41,282.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 112,333 | 11,247.9 | -0.64% | 14.240 | -0.17% | 0.020 | +12.87% | -1.86% | 81,849.8 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 70,033 | 6,728.1 | -0.17% | 8.520 | -0.02% | 0.020 | +0.63% | +4.20% | 34,793.2 |
Nationwide Investor Destinations Aggressive Fund's Historical Top Holdings Breakdowns
Nationwide Investor Destinations Aggressive Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-04-30 | New Buy New Buy | +21.92% | 498.8 ($570.15) 615.85 | $637.58 | 11.83% | New holding | 31,017 | 31,017 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-04-30 | New Buy New Buy | +15.36% | 51.14 ($56.89) 59.71 | $57.17 | 0.49% | New holding | 218,145 | 218,145 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-04-30 | Reduce Reduce | -1.68% | 47.74 ($53.72) 55.94 | $61.70 | 14.85% | Reduce -2.74% | 582,464 | -16,385 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-04-30 | Reduce Reduce | -0.17% | 90.56 ($106.4) 119.24 | $112.32 | 5.56% | Reduce -0.64% | 112,333 | -726 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-04-30 | Reduce Reduce | -0.02% | 92.24 ($94.43) 96.56 | $94.52 | 0.10% | Reduce -0.17% | 70,033 | -116 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-01-31 | Add Add | +3.57% | 50.83 ($53.74) 57.22 | $61.70 | 14.81% | Add 6.17% | 598,849 | 34,788 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-01-31 | Reduce Reduce | -0.99% | 113.08 ($120.13) 127.38 | $112.32 | -6.50% | Reduce -3.78% | 113,059 | -4,440 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-01-31 | Add Add | +0.37% | 91.17 ($93.28) 95.27 | $94.52 | 1.33% | Add 2.99% | 70,149 | 2,036 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2024-10-31 | Reduce Reduce | -3.55% | 50.72 ($55.17) 58.91 | $61.70 | 11.84% | Reduce -5.82% | 564,061 | -34,871 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2024-10-31 | Reduce Reduce | -0.46% | 94.52 ($97.09) 99.14 | $94.52 | -2.65% | Reduce -3.57% | 68,113 | -2,520 |
Nationwide Investor Destinations Aggressive Fund Total Holding History ($B)
Nationwide Investor Destinations Aggressive Fund's Asset Allocation
Nationwide Investor Destinations Aggressive Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Nationwide Investor Destinations Aggressive Fund's Hypothetical Growth since 2025-04-30
Nationwide Investor Destinations Aggressive Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Nationwide Investor Destinations Aggressive Fund's Holdings Heat Map
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Nationwide Investor Destinations Aggressive Fund's Holdings Bubble Chart
Nationwide Investor Destinations Aggressive Fund News
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