NWJIX Mutual Fund
NWJIX Mutual Fund
NAV$9.30
AUM$19M
TER0.35%
Holdings762
See how much of NWJIX you already own
NWJIX Mutual Fund
NAV$9.30
Nationwide Loomis Core Bond Fund Class R6
AUM$19M
TER0.35%
Holdings762
See how much of NWJIX you already own
NWJIX Mutual Fund Overlap Analysis
NWJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 762 holdings, NWJIX may share significant positions with broad-market funds.
NWJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWJIX tax-loss harvesting finds highly correlated but non-identical funds.