FIZRX Mutual Fund

FIZRX Mutual Fund (Nomura Opportunity Fund Class R) is managed by Nomura Asset Management Co Ltd with $110,134.24 in net assets. FIZRX expense ratio is 1.36%, holding 99 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2023-02-28.

FIZRX performance shows a YTD return of 20.13%. The 1-year return is 29.36% and the 5-year return is 10.87%. FIZRX dividend yield stands at 8.60%, paid annually.

FIZRX 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 Technology International Co (1.6%). Go to all FIZRX holdings, FIZRX sectors, or FIZRX dividends.

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