NWJVX Mutual Fund
NWJVX Mutual Fund
Nationwide Loomis Short-Term Bond Fund Institutional Service Class
NWJVX Mutual Fund Overview
NWJVX Mutual Fund (Nationwide Loomis Short-Term Bond Fund Institutional Service Class) is managed by Nationwide. NWJVX expense ratio is 0.50%, holding 490 positions across sectors including Other, Financials, Utilities. Inception date: 2004-11-02.
NWJVX performance shows a YTD return of -1.09%. The 1-year return is 3.27% and the 5-year return is 2.82%. NWJVX dividend yield stands at 3.82%, paid monthly.
NWJVX top holdings include Msaic 2018-1A A 4.01 6/22/2043 4.01 2043-06-22 (16.2%), Treasury Note (Otr) 3.5% Oct 31, 2027 (5.1%), Us Treasury N/B 08/27 3.625 (4.8%), Treasury Repurchase Agreement (2.6%), Treasury Bill 0 12/4/2025 (2.4%). View all NWJVX holdings, sector breakdown, or dividend history.
NWJVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NWJVX alternatives are available via the screener, along with tax-loss harvesting opportunities.