IVOYX Mutual Fund

IVOYX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class Y) is managed by Nomura Asset Management Co Ltd with $11.5M in net assets. IVOYX expense ratio is 1.07%, holding 40 positions across sectors including Industrials, Materials, Financials. Inception date: 2014-10-01.

IVOYX performance shows a YTD return of 10.93%. The 1-year return is 13.14% and the 5-year return is 7.08%. IVOYX dividend yield stands at 13.69%, paid quarterly.

IVOYX top holdings include Arthur J Gallagher & Co. (3.0%), First American Corporation (3.0%), Service Corp International (3.0%), Sonoco Products Company (2.9%), Quest Diagnostics Inc (2.9%). Go to all IVOYX holdings, IVOYX sectors, or IVOYX dividends.

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