NWJHX

Active

Nationwide Loomis Core Bond Fund

Category: US Bond (5,386 funds)

Expense Ratio
1.29%
Annual Cost per $10K
$129.00
30-Year Fee Drag per $10K
$23,219
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+1.70%

Asset Allocation

US Bond
84%
Intl Bond
11%
Cash
5%

Fee Comparison

NWJHX
1.29%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

70% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of January 2024 · Updated quarterly

-10.58%3Y
Compare to

Fee Impact Calculator

$
%
NWJHX at 1.29%$264,516
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$116,097
Cost vs index fund−$112,908

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of January 2024

TickerNameER
NWJHXNationwide Loomis Core Bond Fund1.29%
ABNDXBond Fund of America1.04%
VBTSXVANGUARD TOTAL BOND MARKET INDEX FUND
JCBPXJPMorgan Core Bond Fund1.33%
PIINXPIMCO Income Fund1.08%
JCPPXJPMorgan Core Plus Bond Fund1.14%
FBKWXFidelity Total Bond Fund0.75%
VTBIXVANGUARD TOTAL BOND MARKET II INDEX FUND0.09%
BAGSXBaird Aggregate Bond Fund0.55%
DOXIXDodge & Cox Income Fund0.33%
CCBFXCapital Group Central Corporate Bond Fund
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
PCRRXPIMCO CommodityRealReturn Strategy Fund1.25%
GIBRXGuggenheim Total Return Bond Fund0.49%
BCOSXBaird Core Plus Bond Fund0.55%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
PTRAXPIMCO Total Return Fund0.76%
FBNDXFidelity Investment Grade Bond Fund0.75%
FBNDFidelity Total Bond ETF0.36%
FSMTXFidelity SAI Total Bond Fund0.29%
VBISXVANGUARD SHORT-TERM BOND INDEX FUND0.15%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
BIMSXBaird Intermediate Bond Fund0.55%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
BFCAXAmerican Funds Corporate Bond Fund1.48%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
UINCXVictory Income Fund0.84%
DDLDXDoubleLine Low Duration Bond Fund0.70%
TSRSXThornburg Strategic Income Fund0.53%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
AIBAXIntermediate Bond Fund of America0.65%
IUSBiShares Core Universal USD Bond ETF0.06%
VBIIXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND0.15%
BBCPXBridge Builder Core Plus Bond Fund0.16%
HIGFXAmerican High Income Trust0.32%
BKLNInvesco Senior Loan ETF0.65%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
FSIGXFidelity Series Investment Grade Bond Fund0.00%
JBFRXBond Fund0.46%
GAKPXGoldman Sachs Core Fixed Income Fund1.46%
WACSXWestern Asset Core Bond Fund0.42%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
PLIAXAristotle Core Income Fund0.85%
TBBWXNuveen Core Bond Fund0.29%
JGCGXJPMorgan Income Fund0.39%
SRLNSPDR Blackstone Senior Loan ETF0.70%
TBIIXNuveen Bond Index Fund0.32%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
JDYRXPGIM High Yield Fund0.74%
DDCFXDoubleLine Core Fixed Income Fund0.50%
THRLXThornburg Limited Term Income Fund0.42%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
PLFLXAristotle Floating Rate Income Fund1.05%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
PARRXPIMCO Real Return Fund0.75%
TBPPXNuveen Core Plus Bond Fund0.45%
WAPSXWestern Asset Core Plus Bond Fund0.42%
BBTBXBridge Builder Core Bond Fund0.12%
VBLTXVANGUARD LONG-TERM BOND INDEX FUND
MWCPXTCW METWEST UNCONSTRAINED BOND FUND0.89%
CANEXAmerican Funds Strategic Bond Fund0.93%
PSJIXShort-Term Income Fund0.63%
MRBBXMFS Total Return Bond Fund0.60%
FTKFXFidelity Total Bond K6 Fund0.30%
CHIAXCredit Suisse Floating Rate High Income Fund0.95%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
JADFXJanus Henderson Flexible Bond Fund0.83%
RFRAXColumbia Floating Rate Fund1.01%
CBORXCalvert Bond Fund0.46%
APECXColumbia High Yield Bond Fund0.98%
ANGLXAngel Oak Multi-Strategy Income Fund1.64%
FGKNXFranklin Core Plus Bond Fund0.72%
MXFEXNYLI Floating Rate Fund0.64%
ACHFXHigh Income Fund0.68%
CNLEXAmerican Funds Inflation Linked Bond Fund0.89%
JCPBJPMorgan Core Plus Bond ETF0.38%
MXEWXEmpower Core Strategies: Flexible Bond Fund0.80%
GIKRXGuggenheim Limited Duration Fund0.46%
BUBSXBaird Ultra Short Bond Fund0.40%
FTSBXShort-Term Bond Fund of America0.41%
STYAXAllspring Core Plus Bond Fund0.67%
CIBRXColumbia Total Return Bond Fund0.49%
EIBRXEaton Vance Income Fund of Boston0.66%
SGYAXSIIT HIGH YIELD BOND FUND0.57%
PTCIXPIMCO Long-Term Credit Bond Fund$1M min1.51%
BSBSXBaird Short-Term Bond Fund0.55%
PHYAXPIMCO High Yield Fund0.85%
LTRHXLord Abbett Total Return Fund0.36%
LCPTXLoomis Sayles Core Plus Bond Fund0.74%
FTHRXFidelity Intermediate Bond Fund0.45%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
SDICXGuggenheim Core Bond Fund0.53%
HYLSFirst Trust Tactical High Yield ETF1.05%
TSBBXNuveen Core Impact Bond Fund0.51%
FAJEXFrost Total Return Bond Fund0.46%
TRHYXT. Rowe Price Institutional High Yield Fund$1M min0.50%
BRMSXBramshill Income Performance Fund$1M min1.44%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free