IVIYX Mutual Fund

IVIYX Mutual Fund (Nomura Global Growth Fund Class Y) is managed by Nomura Asset Management Co Ltd with $2.6M in net assets. IVIYX expense ratio is 1.10%, holding 60 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2003-07-24.

IVIYX performance shows a YTD return of 8.74%. The 1-year return is 14.55% and the 5-year return is 9.17%. IVIYX dividend yield stands at 8.04%, paid annually.

IVIYX top holdings include Nvidia Corp. (6.0%), Taiwan Semiconductor Manufacturing Co. Ltd. (5.9%), Apple, Inc (3.4%), Kla Corp (3.3%), Alphabet Inc.Class A (2.8%). Go to all IVIYX holdings, IVIYX sectors, or IVIYX dividends.

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