A middling Parent Pillar and a subpar Process Pillar help limit Nationwide Loomis Core Bond Instl Svc 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-costliest quintile among peers.
- NAV / 1-Day Return 9.65 / 0.80 %
- Total Assets 495.7 Mil
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Adj. Expense Ratio
- Expense Ratio 0.730%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Intermediate Core Bond
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Min. Initial Investment 50,000
- Status Open
- TTM Yield 2.38%
- Effective Duration 6.20 years
Morningstar’s Analysis NWJJX
Will NWJJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.