NWJUX Mutual Fund

NAV$9.95

AUM$176M

TER0.43%

Holdings490

NWJUX Mutual Fund

NAV$9.95

Nationwide Loomis Short-Term Bond Fund Class R6

AUM$176M

TER0.43%

Holdings490

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Holdings Overlap Analysis

Compare NWJUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NWJUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NWJUX Mutual Fund Overlap Analysis

NWJUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NWJUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, NWJUX may share significant positions with broad-market funds.

NWJUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWJUX tax-loss harvesting finds highly correlated but non-identical funds.