IVOAX Mutual Fund

IVOAX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class A) is managed by Nomura Asset Management Co Ltd with $129.9M in net assets. IVOAX expense ratio is 1.07%, holding 40 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2014-10-01.

IVOAX performance shows a YTD return of 10.24%. The 1-year return is 11.22% and the 5-year return is 6.46%. IVOAX dividend yield stands at 14.30%, paid quarterly.

IVOAX top holdings include Applied Material (4.0%), Ge Vernova (3.8%), Palo Alto Networks Inc. (3.8%), Kla Corp. (3.4%), Taiwan Semiconductor Manufacturing Co Ltd (3.3%). 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.