DDERX Mutual Fund
DDERX Mutual Fund
Nomura Wealth Builder Fund Class R6
DDERX Mutual Fund Overview
DDERX Mutual Fund (Nomura Wealth Builder Fund Class R6) is managed by Nomura Asset Management Co Ltd with $22.7M in net assets. DDERX expense ratio is 0.74%, holding 722 positions across sectors including Financials, Information Technology, Other. Inception date: 2023-02-28.
DDERX performance shows a YTD return of 9.02%. The 1-year return is 18.77%. DDERX dividend yield stands at 6.42%, paid monthly.
DDERX 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 DDERX holdings, sector breakdown, or dividend history.
DDERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DDERX alternatives are available via the screener, along with tax-loss harvesting opportunities.