IBNYX Mutual Fund

IBNYX Mutual Fund (Nomura Balanced Fund Class Y) is managed by Nomura Asset Management Co Ltd with $8.4M in net assets. IBNYX expense ratio is 0.98%, holding 517 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2003-12-08.

IBNYX performance shows a YTD return of 6.48%. The 1-year return is 10.32% and the 5-year return is 6.73%. IBNYX dividend yield stands at 2.49%, paid quarterly.

IBNYX 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 IBNYX holdings, IBNYX sectors, or IBNYX dividends.

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