IBARX Mutual Fund (Nomura Balanced Fund Class R6) is managed by Nomura Asset Management Co Ltd with $10.3M in net assets. IBARX expense ratio is 0.65%, holding 515 positions across sectors including Financials, Information Technology, Other. Inception date: 2014-07-31.

IBARX performance shows a YTD return of 4.45%. The 1-year return is 13.11% and the 5-year return is 7.59%. IBARX dividend yield stands at 2.83%, paid quarterly.

IBARX top holdings include Vanguard S&P 500 ETF (5.3%), Nvidia Corp. (4.4%), Ishares Core U.s. Aggregate (3.3%), ISHARES TR US TREAS BD ETF (3.0%), Apple, Inc (2.9%). View all IBARX holdings, sector breakdown, or dividend history.

IBARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.