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 579 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2013-09-18.

NWJUX performance shows a YTD return of 1.33%. The 1-year return is 2.91% and the 5-year return is 2.95%. NWJUX dividend yield stands at 4.21%, paid monthly.

NWJUX top holdings include Us Treasury N/B 3.38% 02/29/2028 3.38 (7.0%), Us Treas Nts 3.375% 12/31/27 (5.8%), Us Treasury N/B 04/28 3.75 3.75 (2.7%), United States Treasury Note/Bond - When Issued 4.13% 06/30/2028 (2.5%), Cash Offset (2.1%). 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.