IYBIX Mutual Fund

IYBIX Mutual Fund (Nomura Balanced Fund Class I) is managed by Nomura Asset Management Co Ltd with $453.5M in net assets. IYBIX expense ratio is 0.73%, holding 515 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-04-02.

IYBIX performance shows a YTD return of 5.96%. The 1-year return is 11.05% and the 5-year return is 7.09%. IYBIX dividend yield stands at 2.80%, paid quarterly.

IYBIX 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 IYBIX holdings, IYBIX sectors, or IYBIX dividends.

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