IBARX Mutual Fund
IBARX Mutual Fund
IBARX Mutual Fund
Nomura Balanced Fund Class R6
IBARX Mutual Fund Overview
IBARX Mutual Fund (Nomura Balanced Fund Class R6) is managed by Nomura Asset Management Co Ltd with $10.3M in net assets. IBARX expense ratio is 0.64%, holding 517 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-07-31.
IBARX performance shows a YTD return of 6.69%. The 1-year return is 10.65% and the 5-year return is 7.08%. IBARX dividend yield stands at 2.84%, paid quarterly.
IBARX top holdings include Vanguard Russell 1000 Growth Index Fund;Etf (4.3%), Nvidia Corp (4.1%), Apple, Inc (3.6%), Ishares Core U.s. Aggregate (3.2%), Microsoft Corp (3.0%). Go to all IBARX holdings, IBARX sectors, or IBARX dividends.
IBARX can be compared against other funds. Use IBARX overlap to find shared positions, or IBARX vs another fund for a side-by-side view. IBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.