IYBFX Mutual Fund

IYBFX Mutual Fund (Nomura Balanced Fund Class R) is managed by Nomura Asset Management Co Ltd with $10.4M in net assets. IYBFX expense ratio is 1.23%, holding 588 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-12-19.

IYBFX performance shows a YTD return of 4.23%. The 1-year return is 4.00% and the 5-year return is 5.68%. IYBFX dividend yield stands at 1.09%, paid quarterly.

IYBFX top holdings include Vanguard Russell 1000 Growth ETF (4.5%), Nvidia Corp (4.4%), Microsoft Corp (3.7%), Ishares Core U.s. Aggregate (3.2%), Apple Inc (3.2%). Go to all IYBFX holdings, IYBFX sectors, or IYBFX dividends.

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