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Nationwide Loomis Short Term Bd A NWJSX

Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.73  /  0.01 %
  • Total Assets 150.6 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.19%
  • Effective Duration 1.82 years

Morningstar’s Analysis NWJSX

Will NWJSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit Nationwide Loomis Short Term Bd A to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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