IBNAX Mutual Fund (Nomura Balanced Fund Class A) is managed by Nomura Asset Management Co Ltd with $1.51B in net assets. IBNAX expense ratio is 0.98%, holding 515 positions across sectors including Financials, Information Technology, Other. Inception date: 1987-11-16.

IBNAX performance shows a YTD return of 4.44%. The 1-year return is 12.74% and the 5-year return is 7.24%. IBNAX dividend yield stands at 2.55%, paid quarterly.

IBNAX 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 IBNAX holdings, sector breakdown, or dividend history.

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