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Nationwide Loomis Core Bond Instl Svc NWJJX

Quantitative rating as of | See Nationwide Investment Hub
  • NAV / 1-Day Return 9.65  /  0.80 %
  • Total Assets 495.7 Mil
  • Adj. Expense Ratio
    0.720%
  • 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.

Summary

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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.

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