WLGRX Mutual Fund

WLGRX Mutual Fund (Nomura Large Cap Growth Fund Class R) is managed by Nomura Asset Management Co Ltd with $33.2M in net assets. WLGRX expense ratio is 1.14%, holding 35 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2005-12-29.

WLGRX performance shows a YTD return of 1.49%. The 1-year return is 3.17% and the 5-year return is 8.50%. WLGRX dividend yield stands at 9.20%, paid annually.

WLGRX top holdings include Nvidia Corp. (15.5%), Microsoft Corp (11.1%), Apple, Inc (9.3%), Alphabet Inc Common Stock USD 0.001 (6.3%), Amazon.Com Inc (6.0%). Go to all WLGRX holdings, WLGRX sectors, or WLGRX dividends.

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