IYBFX Mutual Fund (Nomura Balanced Fund Class R) is managed by Nomura Asset Management Co Ltd with $10.4M in net assets. IYBFX expense ratio is 1.23%, holding 515 positions across sectors including Financials, Information Technology, Other. Inception date: 2012-12-19.

IYBFX performance shows a YTD return of 4.41%. The 1-year return is 12.43% and the 5-year return is 10.97%. IYBFX dividend yield stands at 2.18%, paid quarterly.

IYBFX 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 IYBFX holdings, sector breakdown, or dividend history.

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