WTRCX Mutual Fund

WTRCX Mutual Fund (Nomura Core Equity Fund Class C) is managed by Nomura Asset Management Co Ltd with $19.1M in net assets. WTRCX expense ratio is 1.74%, holding 52 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1992-09-21.

WTRCX performance shows a YTD return of 9.16%. The 1-year return is 14.96% and the 5-year return is 10.99%. WTRCX dividend yield stands at 20.86%, paid annually.

WTRCX top holdings include Nvidia Corp. (7.5%), Alphabet Inc Common Stock USD 0.001 (6.3%), Apple, Inc (4.9%), Taiwan Semiconductor - Adr (4.3%), Howmet Aerospace Inc. (3.5%). Go to all WTRCX holdings, WTRCX sectors, or WTRCX dividends.

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