IVORX Mutual Fund
IVORX Mutual Fund
Nomura Mid Cap Income Opportunities Fund Class R

IVORX Mutual Fund Overview
IVORX Mutual Fund (Nomura Mid Cap Income Opportunities Fund Class R) is managed by Nomura Asset Management Co Ltd with $10.1M in net assets. IVORX expense ratio is 1.33%, holding 40 positions across sectors including Industrials, Consumer Discretionary, Materials. Inception date: 2014-10-01.
IVORX performance shows a YTD return of 7.98%. The 1-year return is 12.01% and the 5-year return is 6.59%. IVORX dividend yield stands at 13.90%, paid quarterly.
IVORX 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 IVORX holdings, sector breakdown, or dividend history.
IVORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVORX alternatives are available via the screener, along with tax-loss harvesting opportunities.