IBNYX Mutual Fund

IBNYX Mutual Fund (Nomura Balanced Fund Class Y) is managed by Nomura Asset Management Co Ltd with $8.4M in net assets. IBNYX expense ratio is 0.98%, holding 515 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-12-08.

IBNYX performance shows a YTD return of 5.81%. The 1-year return is 10.77% and the 5-year return is 6.83%. IBNYX dividend yield stands at 2.51%, paid quarterly.

IBNYX 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 IBNYX holdings, IBNYX sectors, or IBNYX dividends.

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