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 588 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2007-04-02.

IYBIX performance shows a YTD return of 4.67%. The 1-year return is 4.53% and the 5-year return is 6.23%. IYBIX dividend yield stands at 1.69%, paid quarterly.

IYBIX 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 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.