IVOSX Mutual Fund
IVOSX Mutual Fund
IVOSX Mutual Fund
Nomura Mid Cap Income Opportunities Fund Class R6
IVOSX Mutual Fund Overview
IVOSX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class R6) is managed by Nomura Asset Management Co Ltd with $59.3M in net assets. IVOSX expense ratio is 0.73%, holding 39 positions across sectors including Industrials, Materials, Financials. Inception date: 2014-10-01.
IVOSX performance shows a YTD return of 5.16%. The 1-year return is 3.20% and the 5-year return is 7.10%. IVOSX dividend yield stands at 15.37%, paid quarterly.
IVOSX top holdings include Schlumberger Nv. (3.6%), Arthur J Gallagher & Co. (3.3%), Royalty Pharma Plc 3.55% (3.2%), Quest Diagnostics Inc (3.2%), Ares Management Corp A (3.1%). Go to all IVOSX holdings, IVOSX sectors, or IVOSX dividends.
IVOSX can be compared against other funds. Use IVOSX overlap to find shared positions, or IVOSX vs another fund for a side-by-side view. IVOSX alternatives are available via the screener, along with tax-loss harvesting opportunities.