IYBIX Mutual Fund (Nomura Balanced Fund Class I) is managed by Nomura Asset Management Co Ltd with $453.5M in net assets. IYBIX expense ratio is 0.73%, holding 515 positions across sectors including Financials, Information Technology, Other. Inception date: 2007-04-02.

IYBIX performance shows a YTD return of 4.47%. The 1-year return is 13.03% and the 5-year return is 7.49%. IYBIX dividend yield stands at 2.77%, paid quarterly.

IYBIX 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 IYBIX holdings, sector breakdown, or dividend history.

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