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 0.65%, holding 515 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-07-31.

IBARX performance shows a YTD return of 5.98%. The 1-year return is 11.14% and the 5-year return is 7.18%. IBARX dividend yield stands at 2.86%, paid quarterly.

IBARX top holdings include Vanguard Index Funds S&p 500 Etf Shs (5.3%), Nvidia Corp. (4.4%), Ishares Core U.s. Aggregate (3.3%), ISHARES TR US TREAS BD ETF (3.0%), Apple, Inc (2.9%). 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.