NWJTX Mutual Fund

NWJTX Mutual Fund

NAV$9.93
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Fund Essentials

Net Assets
$9M
Expense Ratio
1.30%
Dividend Yield (Current)
2.09%
Holdings
490
Inception Date
Nov 29, 2004
Fund Family
Nationwide
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.01%
1 Year+3.80%
3 Year+0.01%
5 Year+1.09%
10 Year+0.96%

Asset Allocation

Bonds: 99.99%
Other: 0.01%
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Dividend Summary

View Details →
Dividend Yield (Current)
2.09%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

NWJTX Mutual Fund Overview

NWJTX Mutual Fund (Nationwide Loomis Short-Term Bond Fund Class C) is managed by Nationwide with $9.4M in net assets. NWJTX expense ratio is 1.30%, holding 490 positions across various sectors. Inception date: 2004-11-29.

NWJTX performance shows a YTD return of 0.01%. The 1-year return is 3.80% and the 5-year return is 1.09%. NWJTX dividend yield stands at 2.09%, paid monthly.

NWJTX top holdings include a diversified portfolio. Go to all NWJTX holdings, NWJTX sectors, or NWJTX dividends.

NWJTX can be compared against other funds. Use NWJTX overlap to find shared positions, or NWJTX vs another fund for a side-by-side view. NWJTX alternatives are available via the screener, along with tax-loss harvesting opportunities.