NWMSX
Nationwide Destination 2040 Fund
Nationwide Mutual Funds
Fund of fundsTarget-date

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
OPTION 0 4,902 4,902 0.22% $419.71K
Invesco Government & Agency Portfolio, Institutional Class 0 49,370 49,370 0.03% $49.37K
MSILF-GOVT-INS 0 32,914 32,914 0.02% $32.91K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Treasury Repurchase Agreement 1,000,000 0 -1,000,000 0.00% -$1.00M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Nationwide Fundamental All Cap Equity Portfolio, Class R6 3,409,194 3,411,808 2,614 23.69% $1.19M
Nationwide Bond Portfolio, Class R6 3,801,885 3,814,306 12,421 16.92% -$7.49K
Nationwide Small Cap Index Fund, Class R6 361,685 369,240 7,555 2.88% $482.85K
ISHARES US TREASURY BOND ETF 16,398 16,443 45 0.19% -$2.50K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Nationwide International Index Fund, Class R6 1,804,537 1,747,433 -57,103 10.11% -$296.12K
Nationwide U.S. 130/30 Equity Portfolio, Class R6 1,592,722 1,515,043 -77,679 9.96% $413.51K
Nationwide Large Cap Equity Portfolio, Class R6 1,739,960 1,703,593 -36,367 9.88% $461.94K
Nationwide International Equity Portfolio, Class R6 1,261,362 1,197,244 -64,118 8.91% -$241.53K
ISHARES CORE MSCI EMERGING MUTUAL FUND 208,484 197,394 -11,090 8.01% $365.86K
iShares Core S&P 500 ETF 8,538 8,533 -5 3.18% $227.26K
NW STRA IN FD-R6 418,686 407,161 -11,525 2.14% -$142.22K
JPMORGAN EQUITY PREMIUM INCOME ETF 64,348 63,576 -772 1.89% -$106.88K
Treasury Repurchase Agreement 2,558,863 1,563,396 -995,467 0.81% -$995.47K
Nationwide Loomis Short Term Bond Fund, Class R6 131,088 118,387 -12,701 0.61% -$136.18K
Nationwide Inflation-Protected Securities Fund, Class R6 122,535 120,060 -2,475 0.57% -$17.67K

No positions in this category.

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