NVIT J.P. Morgan Digital Evolution Strategy Fund
Nationwide Variable Insurance Trust
Expense ratio
Net assets1
$39.69M
Holdings1
39
Category
US Equity
Return

Investment objective & strategy

As of April 17, 2025 · prospectus

Objective. The NVIT J.P. Morgan Digital Evolution Strategy Fund (the Fund) seeks long-term capital appreciation.

Strategy. The Fund aims to achieve capital appreciation by investing in equity securities of companies whose strategies may benefit from the development of technology-related products, services and processes that enhance mobility and connectivity. The Fund concentrates at least 25% of its total assets in at least one of the following technology industries or any combination thereof: semiconductor, semiconductor equipment, hardware, software, information technology services, communications equipment, social media, biotechnology and interactive media. In managing the Fund, the subadviser employs a research-driven approach to identify a portfolio of companies well positioned to capitalize on structural shifts across technology sector industries. In selecting stocks, the subadviser seeks companies that it believes meet several of the following criteria: ? attractive market opportunity ? increasing … The Fund aims to achieve capital appreciation by investing in equity securities of companies whose strategies may benefit from the development of technology-related products, services and processes that enhance mobility and connectivity. The Fund concentrates at least 25% of its total assets in at least one of the following technology industries or any combination thereof: semiconductor, semiconductor equipment, hardware, software, information technology services, communications equipment, social media, biotechnology and interactive media. In managing the Fund, the subadviser employs a research-driven approach to identify a portfolio of companies well positioned to capitalize on structural shifts across technology sector industries. In selecting stocks, the subadviser seeks companies that it believes meet several of the following criteria: ? attractive market opportunity ? increasing market share ? improving profitability over time; and ? attractive expected returns driven by earnings and capital return. The Fund also may invest in securities of foreign companies that are denominated in U.S. dollars. The Fund may invest in stocks of companies of any market capitalization, including small-cap and mid-cap companies, although it typically invests considerably in large-cap and mid-cap companies. Many, if not most, of the securities in which the Fund invests may be considered to be growth stocks, in that they may have above-average rates of earnings growth and thus may experience above-average increases in stock prices. The Fund is classified as a non-diversified fund under the Investment Company Act of 1940, which means that a relatively high percentage of the Funds assets may be invested in a limited number of issuers. The Funds subadviser may sell a security for several reasons. A security may be sold due to a change in the original investment thesis, if market expectations exceed the companys potential to deliver and/or due to balance sheet deterioration. Investments may also be sold if the subadviser identifies a stock that it believes offers a better investment opportunity.

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
NVIDIA CORP $4.04M 10.17%
BROADCOM INC $3.05M 7.68%
ALPHABET INC CL A $2.88M 7.25%
MICROSOFT CORP $2.82M 7.10%
META PLATFORMS INC CL A $2.33M 5.87%
APPLE INC $2.08M 5.24%
MICRON TECHNOLOGY INC $1.88M 4.74%
APPLIED MATERIALS INC $1.37M 3.45%
TEXAS INSTRUMENTS INC $1.21M 3.06%
SALESFORCE INC $1.04M 2.62%
View all holdings →

Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
4
Exited
8
Increased
35
Decreased
0
Unchanged
0

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
MFS Technology Fund · MTCAX, MTCJX, MTCBX, MTCCX, MTCIX, MTCKX, MTERX, MTCHX, MTCLX 59% 0.77%
EQ/MFS Technology Portfolio 58% 0.86%
iShares Expanded Tech Sector ETF · IGM 57% 0.39%
View all similar funds →

Advisers

As of December 31, 2025 · N-CEN
FirmRole
J.P. Morgan Investment Management, Inc. Sub-adviser
Nationwide Fund Advisors Adviser

Footnotes

  1. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.