Morningstar

Nationwide Loomis Short Term Bond Fund Class A NWJSX

Morningstar Medalist Rating
Medalist Rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.83  /  0.00
  • Total Assets 138.2M
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level High
  • 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 3.89%
  • Effective Duration 1.83 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NWJSX

Will NWJSX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWJSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NWJSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NWJSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nationwide Loomis Short Term Bd A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NWJSX

More NWJSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.375%

5.48 8M
Government

United States Treasury Notes 3.375%

4.44 6M
Government

United States Treasury Notes 4.125%

3.60 5M
Government

CASH

3.03 4M
Cash and Equivalents

United States Treasury Notes 3.75%

2.68 4M
Government

Cash Offset

1.65 2M
—

2 Year Treasury Note Future Dec 26

1.57 2M
Government

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.1198%

1.23 2M
Securitized

United States Treasury Notes 4.25%

0.62 897,736
Government

UnitedHealth Group Inc. 4.4%

0.55 784,375
Corporate

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