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

IVOIX performance shows a YTD return of 12.08%. The 1-year return is 10.26% and the 5-year return is 7.03%. IVOIX dividend yield stands at 13.88%, paid quarterly.

IVOIX 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 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.