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Nationwide Loomis Core Bond Fund (NWJIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.34-0.04 (-0.43%)
At close: 08:00PM EDT

Nationwide Loomis Core Bond Fund

King of Prussia, PA 19406

1000 Continental Drive, Suite 400

Nationwide Mutual Funds

610-230-2864
Management Information
Christopher T. Harms,Lead Manager since November 12, 2017
.Chris Harms is a portfolio manager and co-head of the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term Government & Agency and Intermediate Duration Bond funds, in addition to the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages the Loomis Sayles Core, Intermediate Duration and Short Duration strategies. He has 43 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Chris was a senior vice president and managing director of an investment management team at CapitalSource Bank. Prior to CapitalSource, he was a managing director and senior fixed income portfolio manager at Mackay Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel University.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core Bond
Fund FamilyNationwide
Net Assets560.63M
YTD Return-0.96%
Yield3.99%
Morningstar Rating★★★★
Inception DateJun 19, 1994

Fund Operations

Last Dividend0.17
Last Cap Gain11.00
Holdings Turnover267.27%
Average for CategoryN/A

Fees & Expenses

ExpenseNWJIXCategory Average
Annual Report Expense Ratio (net)0.48%0.61%
Prospectus Net Expense Ratio0.48%N/A
Prospectus Gross Expense Ratio0.48%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.78%
Max Deferred Sales LoadN/A1.18%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A