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Nationwide Loomis Short Term Bd InstlSvc NWJVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Nationwide Investment Hub

Morningstar’s Analysis NWJVX

Will NWJVX outperform in 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 NWJVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NWJVX 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 NWJVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Nationwide Loomis Short Term Bd InstlSvc's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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