IVOYX Mutual Fund
IVOYX Mutual Fund
Nomura Mid Cap Income Opportunities Fund Class Y
IVOYX Mutual Fund Overview
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 1.08%, holding 40 positions across sectors including Industrials, Consumer Discretionary, Unknown. Inception date: 2014-10-01.
IVOYX performance shows a YTD return of 8.12%. The 1-year return is 12.25% and the 5-year return is 7.34%. IVOYX dividend yield stands at 14.04%, paid quarterly.
IVOYX top holdings include Fastenal Company (3.2%), Cardinal Health Inc. (3.1%), Packaging Corp. Of America (3.1%), Snap-On Inc. (3.0%), Sonoco Products Co. (3.0%). View all IVOYX holdings, sector breakdown, or dividend history.
IVOYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVOYX alternatives are available via the screener, along with tax-loss harvesting opportunities.