ICIEX Mutual Fund

ICIEX Mutual Fund

NAV$24.74
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Fund Essentials - as of Jun 30, 2026

Net Assets
$899M
Expense Ratio
0.74%
Dividend Yield (Current)
10.33%
Holdings
52
Inception Date
Apr 2, 2007
Fund Family
Nomura Asset Management Co Ltd
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+9.73%
1 Year+16.11%
3 Year+19.32%
5 Year+12.13%
10 Year+14.81%

Asset Allocation

Stocks: 98.10%
Cash: 1.90%
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Top Holdings

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TickerNameWeight
GOOGLAlphabet Inc.Class A6.80%
NVDANvidia Corp.6.48%
AAPLApple, Inc5.46%
TSM:TWTaiwan Semiconductor - Adr5.32%
AMATApplied Materials, Inc.3.97%
Top 10 Concentration: 44.62%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
10.33%
Frequency
Annually
Latest Distribution
$2.54
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ICIEX Mutual Fund Overview

ICIEX Mutual Fund (Nomura Core Equity Fund Class I) is managed by Nomura Asset Management Co Ltd with $899.2M in net assets. ICIEX expense ratio is 0.74%, holding 52 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-04-02.

ICIEX performance shows a YTD return of 9.73%. The 1-year return is 16.11% and the 5-year return is 12.13%. ICIEX dividend yield stands at 10.33%, paid annually.

ICIEX top holdings include Alphabet Inc.Class A (6.8%), Nvidia Corp. (6.5%), Apple, Inc (5.5%), Taiwan Semiconductor - Adr (5.3%), Applied Materials, Inc. (4.0%). Go to all ICIEX holdings, ICIEX sectors, or ICIEX dividends.

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