WTRCX Mutual Fund
WTRCX Mutual Fund
Nomura Core Equity Fund Class C
WTRCX Mutual Fund Overview
WTRCX Mutual Fund (Nomura Core Equity Fund Class C) is managed by Nomura Asset Management Co Ltd with $19.1M in net assets. WTRCX expense ratio is 1.74%, holding 52 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1992-09-21.
WTRCX performance shows a YTD return of 9.71%. The 1-year return is -4.69% and the 5-year return is 13.92%. WTRCX dividend yield stands at 20.76%, paid annually.
WTRCX top holdings include Nvidia Corp. (7.5%), Alphabet Inc Common Stock USD 0.001 (6.3%), Apple, Inc (4.9%), Taiwan Semiconductor - Adr (4.3%), Howmet Aerospace Inc. (3.5%). View all WTRCX holdings, sector breakdown, or dividend history.
WTRCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WTRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.