IYSMX Mutual Fund

IYSMX Mutual Fund (Nomura Smid Cap Core Fund Class R) is managed by Nomura Asset Management Co Ltd with $24.5M in net assets. IYSMX expense ratio is 1.37%, holding 136 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2012-12-19.

IYSMX performance shows a YTD return of 11.17%. The 1-year return is 18.43% and the 5-year return is 7.79%. IYSMX dividend yield stands at 0.20%, paid quarterly.

IYSMX top holdings include Permian Resource (1.9%), Guidewire Software Inc (1.9%), East West Bancorp, Inc. (1.9%), Caseys General (1.9%), Ligand Pharmaceuticals, Inc. (1.8%). Go to all IYSMX holdings, IYSMX sectors, or IYSMX dividends.

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