FIVCX Mutual Fund

FIVCX Mutual Fund (Nomura Opportunity Fund Class C) is managed by Nomura Asset Management Co Ltd with $1.5M in net assets. FIVCX expense ratio is 1.86%, holding 97 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2023-02-28.

FIVCX performance shows a YTD return of 17.99%. The 1-year return is 22.52% and the 5-year return is 10.32%. FIVCX dividend yield stands at 8.60%, paid annually.

FIVCX top holdings include Twilio Inc. Class A (2.2%), Regal Rexnord Corp (1.9%), Marriott International, Inc. (1.7%), Devon Energy Corporation (1.6%), Synnex Corp (1.6%). Go to all FIVCX holdings, FIVCX sectors, or FIVCX dividends.

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