NWJUX Mutual Fund
NWJUX Mutual Fund
NAV$9.96
AUM$176M
TER0.43%
Holdings490
See how much of NWJUX you already own
NWJUX Mutual Fund
NAV$9.96
Nationwide Loomis Short-Term Bond Fund Class R6
AUM$176M
TER0.43%
Holdings490
See how much of NWJUX you already own
NWJUX Mutual Fund Overlap Analysis
NWJUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWJUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, NWJUX may share significant positions with broad-market funds.
NWJUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWJUX tax-loss harvesting finds highly correlated but non-identical funds.