DDIIX Mutual Fund

DDIIX Mutual Fund (Nomura Wealth Builder Fund Institutional Class) is managed by Nomura Asset Management Co Ltd with $100.3M in net assets. DDIIX expense ratio is 0.81%, holding 722 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1996-12-02.

DDIIX performance shows a YTD return of 10.03%. The 1-year return is 19.06% and the 5-year return is 8.62%. DDIIX dividend yield stands at 6.42%, paid monthly.

DDIIX top holdings include Vanguard S&P 500 ETF (7.4%), Nvidia Corp. (3.6%), Ishares Core Msci Eafe ETF (2.4%), Apple, Inc (2.4%), Us T-Note 4% 11/15/35 4 2035-11-15 (2.3%). Go to all DDIIX holdings, DDIIX sectors, or DDIIX dividends.

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