NWJUX Mutual Fund

NWJUX Mutual Fund (Nationwide Loomis Short-Term Bond Fund Class R6) is managed by Nationwide with $176.2M in net assets. NWJUX expense ratio is 0.43%, holding 490 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2013-09-18.

NWJUX performance shows a YTD return of 0.97%. The 1-year return is 3.44% and the 5-year return is 2.88%. NWJUX dividend yield stands at 3.88%, paid monthly.

NWJUX top holdings include Treasury Note (Otr) 3.38% Dec 31, 2027 (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%). Go to all NWJUX holdings, NWJUX sectors, or NWJUX dividends.

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