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 40 positions across sectors including Industrials, Consumer Discretionary, Materials. Inception date: 2014-10-01.
IVOSX performance shows a YTD return of 8.23%. The 1-year return is 12.65% and the 5-year return is 7.22%. IVOSX dividend yield stands at 14.47%, paid quarterly.
IVOSX top holdings include Fastenal Co (3.2%), Cardinal Health (3.1%), Packaging Corp. Of America (3.1%), Snap-On Inc. (3.0%), Sonoco Products Co. (3.0%). View all IVOSX holdings, sector breakdown, or dividend history.
IVOSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVOSX alternatives are available via the screener, along with tax-loss harvesting opportunities.