IVORX Mutual Fund

IVORX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class R) is managed by Nomura Asset Management Co Ltd with $10.1M in net assets. IVORX expense ratio is 1.32%, holding 40 positions across sectors including Industrials, Materials, Financials. Inception date: 2014-10-01.

IVORX performance shows a YTD return of 10.75%. The 1-year return is 12.85% and the 5-year return is 6.80%. IVORX dividend yield stands at 13.56%, paid quarterly.

IVORX 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 IVORX holdings, IVORX sectors, or IVORX dividends.

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