IBNCX Mutual Fund

IBNCX Mutual Fund (Nomura Balanced Fund Class C) is managed by Nomura Asset Management Co Ltd with $34.4M in net assets. IBNCX expense ratio is 1.73%, holding 517 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-12-08.

IBNCX performance shows a YTD return of 4.53%. The 1-year return is 5.23% and the 5-year return is 5.90%. IBNCX dividend yield stands at 0.70%, paid quarterly.

IBNCX 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 IBNCX holdings, IBNCX sectors, or IBNCX dividends.

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