IBNYX Mutual Fund (Nomura Balanced Fund Class Y) is managed by Nomura Asset Management Co Ltd with $8.4M in net assets. IBNYX expense ratio is 0.98%, holding 515 positions across sectors including Financials, Information Technology, Other. Inception date: 2003-12-08.

IBNYX performance shows a YTD return of 4.47%. The 1-year return is 12.73% and the 5-year return is 7.25%. IBNYX dividend yield stands at 2.48%, paid quarterly.

IBNYX 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 IBNYX holdings, sector breakdown, or dividend history.

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