DDVAX Mutual Fund

DDVAX Mutual Fund

NAV$12.84
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Fund Essentials - as of Jun 30, 2026

Net Assets
$1.0B
Expense Ratio
0.95%
Dividend Yield (Current)
24.64%
Holdings
38
Inception Date
Sep 14, 1998
Fund Family
Nomura Asset Management Co Ltd
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+8.45%
1 Year+16.98%
3 Year+9.04%
5 Year+6.37%
10 Year+7.56%

Asset Allocation

Stocks: 98.77%
Cash: 1.23%
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Top Holdings

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TickerNameWeight
MSFTMicrosoft Corp4.01%
CARRCarrier Global Corp Common Stock Usd.013.94%
PLDPrologis Inc3.82%
AMZNAmazon.Com Inc3.61%
DUKDuke Energy Corp3.45%
Top 10 Concentration: 35.13%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
24.64%
Frequency
Quarterly
Latest Distribution
$5.02
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DDVAX Mutual Fund Overview

DDVAX Mutual Fund (Nomura Value Fund Class A) is managed by Nomura Asset Management Co Ltd with $1.01B in net assets. DDVAX expense ratio is 0.95%, holding 38 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1998-09-14.

DDVAX performance shows a YTD return of 8.45%. The 1-year return is 16.98% and the 5-year return is 6.37%. DDVAX dividend yield stands at 24.64%, paid quarterly.

DDVAX top holdings include Microsoft Corp (4.0%), Carrier Global Corp Common Stock Usd.01 (3.9%), Prologis Inc (3.8%), Amazon.Com Inc (3.6%), Duke Energy Corp (3.5%). Go to all DDVAX holdings, DDVAX sectors, or DDVAX dividends.

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