IBNYX Mutual Fund
NAV$26.87
AUM$8M
TER0.98%
Holdings515
IBNYX Mutual Fund
NAV$26.87
Nomura Balanced Fund Class Y
AUM$8M
TER0.98%
Holdings515
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Showing 10 of 515 holdings(as of Mar 31, 2026)Top 10 Weight: 30.60%
IBNYX Mutual Fund Top Holdings
IBNYX holdings top 10 positions. The top 10 holdings account for 30.6% of the fund, led by Vanguard S&P 500 ETF at 5.3%, Nvidia Corp. at 4.4%, Ishares Core U.s. Aggregate at 3.3%.
IBNYX portfolio concentration is moderate, with the top 10 representing 30.6% of total assets. The largest sector exposure is Financials at 32.8%.
IBNYX sector allocation provides a detailed breakdown. IBNYX overlap tool shows how holdings compare to other funds in your portfolio.