IYSMX Mutual Fund
IYSMX Mutual Fund
Nomura Smid Cap Core Fund Class R
IYSMX Mutual Fund Overview
IYSMX Mutual Fund (Nomura Smid Cap Core Fund Class R) is managed by Nomura Asset Management Co Ltd with $24.5M in net assets. IYSMX expense ratio is 1.39%, holding 122 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2012-12-19.
IYSMX performance shows a YTD return of 20.22%. The 1-year return is 32.37% and the 5-year return is 8.51%. IYSMX dividend yield stands at 1.38%, paid quarterly.
IYSMX top holdings include Coherent, Inc (2.7%), Casey's General Stores Inc (2.4%), East West Bancorp, Inc. (2.1%), Semtech Corp (2.0%), Permian Resources Corp Class A (2.0%). View all IYSMX holdings, sector breakdown, or dividend history.
IYSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IYSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.