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
View Full List
| 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 | +17.87% | +20.24% | 100,742.8 | ||
IVV | iShares Core S&P 500 ETF | 31,017 | 17,306.3 | New Holding | 21.920 | +21.92% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
JEPI | JPMorgan Equity Premium Income ETF | 218,145 | 12,126.7 | New Holding | 15.360 | +15.36% | 0.030 | +8.30% | +3.93% | 41,325.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 112,333 | 11,247.9 | -0.64% | 14.240 | -0.17% | 0.020 | +17.04% | -0.26% | 83,183.4 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 70,033 | 6,728.1 | -0.17% | 8.520 | -0.02% | 0.020 | +1.32% | +4.35% | 34,844.8 |
Nationwide Investor Destinations Aggressive Fund's Historical Top Holdings Breakdowns
Nationwide Investor Destinations Aggressive Fund's Top Stock Picks
View Full List
| 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 | $637.33 | 11.78% | 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 | $57.23 | 0.60% | 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 | $62.03 | 15.47% | 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 | $114.15 | 7.28% | 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 | $94.66 | 0.24% | 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 | $62.03 | 15.43% | 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 | $114.15 | -4.98% | 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 | $94.66 | 1.48% | 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 | $62.03 | 12.43% | 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 | $94.66 | -2.50% | Reduce -3.57% | 68,113 | -2,520 |
Nationwide Investor Destinations Aggressive Fund Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Nationwide Investor Destinations Aggressive Fund's Holdings Bubble Chart
Nationwide Investor Destinations Aggressive Fund News
- 1
Discussions on Nationwide Investor Destinations Aggressive Fund
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers