IBNCX Mutual Fund

IBNCX Mutual Fund (Nomura Balanced Fund Class C) is managed by Nomura Asset Management Co Ltd with $34.4M in net assets. IBNCX expense ratio is 1.73%, holding 515 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-12-08.

IBNCX performance shows a YTD return of 5.36%. The 1-year return is 9.93% and the 5-year return is 5.99%. IBNCX dividend yield stands at 1.87%, paid quarterly.

IBNCX 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 IBNCX holdings, IBNCX sectors, or IBNCX dividends.

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