NWJSX Mutual Fund
NWJSX Mutual Fund
NAV$9.94
AUM$23M
TER0.78%
Holdings490
See how much of NWJSX you already own
NWJSX Mutual Fund
NAV$9.94
Nationwide Loomis Short-Term Bond Fund Class A
AUM$23M
TER0.78%
Holdings490
See how much of NWJSX you already own
NWJSX Mutual Fund Overlap Analysis
NWJSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWJSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, NWJSX may share significant positions with broad-market funds.
NWJSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWJSX tax-loss harvesting finds highly correlated but non-identical funds.