NWJVX Mutual Fund
NWJVX Mutual Fund
NWJVX Mutual Fund
Nationwide Loomis Short-Term Bond Fund Institutional Service Class
NWJVX Mutual Fund Overview
NWJVX Mutual Fund (Nationwide Loomis Short-Term Bond Fund Institutional Service Class) is managed by Nationwide. NWJVX expense ratio is 0.50%, holding 490 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2004-11-02.
NWJVX performance shows a YTD return of 0.92%. The 1-year return is 3.34% and the 5-year return is 2.80%. NWJVX dividend yield stands at 3.78%, paid monthly.
NWJVX 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 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.