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 588 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-12-08.

IBNYX performance shows a YTD return of 4.45%. The 1-year return is 4.29% and the 5-year return is 5.97%. IBNYX dividend yield stands at 1.42%, paid quarterly.

IBNYX 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 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.