DDERX Mutual Fund

DDERX Mutual Fund (Nomura Wealth Builder Fund Class R6) is managed by Nomura Asset Management Co Ltd with $22.7M in net assets. DDERX expense ratio is 0.74%, holding 757 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2023-02-28.

DDERX performance shows a YTD return of 11.62%. The 1-year return is 17.13% and the 5-year return is 8.64%. DDERX dividend yield stands at 6.26%, paid monthly.

DDERX top holdings include Vanguard S&P 500 ETF (5.8%), Nvidia Corp (3.6%), Ishares Core Msci Pacific Etf (2.9%), Vanguard Russell 1000 Growth Index Fund;Etf (2.9%), Us Treasury N/B 4.375 5/15/2036 (2.7%). Go to all DDERX holdings, DDERX sectors, or DDERX dividends.

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