IBNCX Mutual Fund (Nomura Balanced Fund Class C) is managed by Nomura Asset Management Co Ltd with $34.4M in net assets. IBNCX expense ratio is 1.73%, holding 515 positions across sectors including Financials, Information Technology, Other. Inception date: 2003-12-08.

IBNCX performance shows a YTD return of 4.41%. The 1-year return is 11.92% and the 5-year return is 6.40%. IBNCX dividend yield stands at 1.86%, paid quarterly.

IBNCX 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 IBNCX holdings, sector breakdown, or dividend history.

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