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 722 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2023-02-28.

DDERX performance shows a YTD return of 10.07%. The 1-year return is 19.02% and the 5-year return is 8.64%. DDERX dividend yield stands at 6.36%, paid monthly.

DDERX 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 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.