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 515 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-12-19.

IYBFX performance shows a YTD return of 5.65%. The 1-year return is 10.50% and the 5-year return is 6.54%. IYBFX dividend yield stands at 2.20%, paid quarterly.

IYBFX top holdings include Vanguard Index Funds S&p 500 Etf Shs (5.3%), Nvidia Corp. (4.4%), Ishares Core U.s. Aggregate (3.3%), ISHARES TR US TREAS BD ETF (3.0%), Apple, Inc (2.9%). 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.