DDDRX Mutual Fund

DDDRX Mutual Fund (Nomura Wealth Builder Fund Class R) is managed by Nomura Asset Management Co Ltd with $1.4M in net assets. DDDRX expense ratio is 1.31%, holding 722 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2003-10-01.

DDDRX performance shows a YTD return of 9.76%. The 1-year return is 18.42% and the 5-year return is 8.07%. DDDRX dividend yield stands at 5.92%, paid monthly.

DDDRX top holdings include Vanguard S&P 500 ETF (5.8%), Nvidia Corp (3.6%), Ishares Core Msci Pacific Etf (2.9%), Vang Russ Growth (2.9%), Us Treasury N/B 4.375 5/15/2036 (2.7%). Go to all DDDRX holdings, DDDRX sectors, or DDDRX dividends.

DDDRX can be compared against other funds. Use DDDRX overlap to find shared positions, or DDDRX vs another fund for a side-by-side view. DDDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.