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Nationwide Loomis Short Term Bd C NWJTX

Quantitative rating as of
  • NAV / 1-Day Return 9.87  /  0.01 %
  • Total Assets 150.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.51%
  • Effective Duration 1.82 years

Morningstar’s Analysis NWJTX

Will NWJTX 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 C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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