IBARX Mutual Fund

IBARX Mutual Fund (Nomura Balanced Fund Class R6) is managed by Nomura Asset Management Co Ltd with $10.3M in net assets. IBARX expense ratio is 0.64%, holding 588 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-07-31.

IBARX performance shows a YTD return of 4.72%. The 1-year return is 4.61% and the 5-year return is 6.32%. IBARX dividend yield stands at 1.77%, paid quarterly.

IBARX top holdings include Vanguard Russell 1000 Growth ETF (4.5%), Nvidia Corp (4.4%), Microsoft Corp (3.7%), Ishares Core U.s. Aggregate (3.2%), Apple Inc (3.2%). Go to all IBARX holdings, IBARX sectors, or IBARX dividends.

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