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, Financials, Information Technology. Inception date: 2012-12-19.

IYSMX performance shows a YTD return of 16.62%. The 1-year return is 22.37% and the 5-year return is 7.79%. IYSMX dividend yield stands at 1.43%, paid quarterly.

IYSMX top holdings include Caseys General (2.1%), East West Bancorp, Inc. (1.9%), Ligand Pharmaceuticals, Inc. (1.8%), Permian Resource (1.8%), Semtech Corp (1.7%). 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.