NWJVX – Nationwide Loomis Short Term Bd InstlSvc Investment Strategy | Morningstar

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Strategy

The investment seeks total return through investments in fixed-income securities. The fund invests primarily in bonds which include: U.S. government securities; corporate bonds issued by U.S. or foreign companies that are investment grade; investment grade fixed-income securities backed by the interest and principal payments of various types of mortgages and investment grade fixed-income securities backed by the interest and principal payments on loans for other types of assets. It will invest at least 80% of its net assets in fixed-income securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NWJVX	Nationwide Loomis Short Term Bond Fund Institutional Service Class	Institutional	Open			Nov 2, 2004	$9.99M	0.530%	Above Average	$50,000	$2.83M
NWJSX	Nationwide Loomis Short Term Bond Fund Class A	Front Load	Open			Nov 2, 2004	$14.94M	0.780%	High	$2,000	−$2.54M
NWJUX	Nationwide Loomis Short Term Bond Fund Class R6	Retirement, Large	Open			Sep 18, 2013	$113.27M	0.430%	Above Average	$1M	$35.46M

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