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 1.39%, holding 122 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2012-12-19.

IYSMX performance shows a YTD return of 16.67%. The 1-year return is 26.40% and the 5-year return is 7.75%. IYSMX dividend yield stands at 1.43%, paid quarterly.

IYSMX top holdings include Coherent, Inc (2.7%), Caseys General (2.4%), East West Bancorp, Inc. (2.1%), Semtech Corp (2.0%), Permian Resource (2.0%). 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.