IVOSX Mutual Fund
IVOSX Mutual Fund
IVOSX Mutual Fund
Nomura Mid Cap Income Opportunities Fund Class R6
IVOSX Mutual Fund Overview
IVOSX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class R6) is managed by Nomura Asset Management Co Ltd with $59.3M in net assets. IVOSX expense ratio is 0.73%, holding 40 positions across sectors including Industrials, Consumer Discretionary, Financials. Inception date: 2014-10-01.
IVOSX performance shows a YTD return of 11.13%. The 1-year return is 13.55% and the 5-year return is 7.44%. IVOSX dividend yield stands at 14.10%, paid quarterly.
IVOSX top holdings include Fastenal Co. (3.2%), Cardinal Health Inc. (3.1%), Packaging Corp. Of America (3.1%), Snap-On Inc. (3.0%), Sonoco Products Company (3.0%). Go to all IVOSX holdings, IVOSX sectors, or IVOSX dividends.
IVOSX can be compared against other funds. Use IVOSX overlap to find shared positions, or IVOSX vs another fund for a side-by-side view. IVOSX alternatives are available via the screener, along with tax-loss harvesting opportunities.