IVOIX Mutual Fund

IVOIX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class I) is managed by Nomura Asset Management Co Ltd with $490.6M in net assets. IVOIX expense ratio is 0.82%, holding 40 positions across sectors including Industrials, Materials, Financials. Inception date: 2014-10-01.

IVOIX performance shows a YTD return of 11.13%. The 1-year return is 13.49% and the 5-year return is 7.39%. IVOIX dividend yield stands at 14.00%, paid quarterly.

IVOIX 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 IVOIX holdings, IVOIX sectors, or IVOIX dividends.

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