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 Information Technology, Industrials, Health Care. Inception date: 2014-10-01.

IVORX performance shows a YTD return of 10.02%. The 1-year return is 11.00% and the 5-year return is 6.18%. IVORX dividend yield stands at 13.76%, paid quarterly.

IVORX 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 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.