IVOAX Mutual Fund

IVOAX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class A) is managed by Nomura Asset Management Co Ltd with $143.9M in net assets. IVOAX expense ratio is 1.07%, holding 40 positions across sectors including Industrials, Materials, Financials. Inception date: 2014-10-01.

IVOAX performance shows a YTD return of 10.95%. The 1-year return is 13.18% and the 5-year return is 7.10%. IVOAX dividend yield stands at 13.78%, paid quarterly.

IVOAX top holdings include Arthur J Gallagher & Co. (3.0%), First American Financial Corp (3.0%), Service Corp International (3.0%), Sonoco Products Co. (2.9%), Quest Diagnostics Inc. (2.9%). Go to all IVOAX holdings, IVOAX sectors, or IVOAX dividends.

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