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 39 positions across sectors including Industrials, Materials, Financials. Inception date: 2014-10-01.

IVOAX performance shows a YTD return of 11.90%. The 1-year return is 10.01% and the 5-year return is 6.74%. IVOAX dividend yield stands at 13.67%, paid quarterly.

IVOAX top holdings include Coca-Cola Europacific Partne (3.1%), Arthur J Gallagher & Co. (3.1%), Netapp Inc (3.1%), Aptargroup Inc (3.0%), Service Corp International (3.0%). 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.