IVOSX Mutual Fund

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

IVOSX performance shows a YTD return of 12.13%. The 1-year return is 10.38% and the 5-year return is 7.10%. IVOSX dividend yield stands at 13.97%, paid quarterly.

IVOSX 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 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.