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 7.61%. DDDRX dividend yield stands at 6.01%, paid monthly.

DDDRX top holdings include Vanguard Index Funds S&p 500 Etf Shs (7.4%), Nvidia Corp. (3.6%), Ishares Core Msci Eafe ETF (2.4%), Apple, Inc (2.4%), Us Treasury N/B 11/35 4 (2.3%). 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.