DDDRX Mutual Fund
DDDRX Mutual Fund
Nomura Wealth Builder Fund Class R
DDDRX Mutual Fund Overview
DDDRX Mutual Fund (Nomura Wealth Builder Fund Class R) is managed by Nomura Asset Management Co Ltd with $1.4M in net assets. DDDRX expense ratio is 1.31%, holding 722 positions across sectors including Financials, Information Technology, Other. Inception date: 2003-10-01.
DDDRX performance shows a YTD return of 8.88%. The 1-year return is 18.19% and the 5-year return is 7.62%. DDDRX dividend yield stands at 6.09%, paid monthly.
DDDRX top holdings include Vanguard S&P 500 ETF (7.4%), Nvidia Corp. (3.6%), Ishares Core Msci Eafe ETF (2.4%), Apple, Inc (2.4%), Us Treasury N/B 11/35 4 (2.3%). View all DDDRX holdings, sector breakdown, or dividend history.
DDDRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DDDRX alternatives are available via the screener, along with tax-loss harvesting opportunities.