NWJVX Mutual Fund

NWJVX Mutual Fund (Nationwide Loomis Short-Term Bond Fund Institutional Service Class) is managed by Nationwide. NWJVX expense ratio is 0.50%, holding 579 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2004-11-02.

NWJVX performance shows a YTD return of 1.27%. The 1-year return is 2.80% and the 5-year return is 2.89%. NWJVX dividend yield stands at 4.10%, paid monthly.

NWJVX 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 NWJVX holdings, NWJVX sectors, or NWJVX dividends.

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