About NWJJX
The Nationwide Loomis Core Bond Fund Institutional Service Class is an actively managed mutual fund specializing in intermediate-term, investment-grade fixed income securities. Its primary objective is to achieve total return through diversified investments in U.S. government securities, corporate bonds, mortgage-backed securities, and other high-quality debt instruments. The fund’s portfolio is composed of over 500 securities, with a strong emphasis on domestic bonds and a modest allocation to foreign issues, while maintaining minimal exposure to equities and preferred stocks.
The fund targets the intermediate core bond segment, typically holding bonds with durations sensitive to market interest rates but diversified to manage risk. It is benchmarked against the Bloomberg U.S. Aggregate Bond Index, reflecting its focus on core U.S. fixed income markets. Managed by a team with substantial experience, Nationwide Loomis Core Bond Fund plays a vital role for investors seeking moderate income, diversification, and relative stability within their broader portfolios. It is classified as a diversified fund but does not adopt a specific ESG focus in its investment process.
Fund Family Nationwide
Category Intermediate Core Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol NWJJX
Share Class Institutional Service Class
Index Bloomberg U.S. Aggregate Bond TR
NWJJX had a total return of -2.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.86%.
