Morningstar

Nomura Small Cap Core Fund Class C DCCCX

Morningstar Medalist Rating
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Medalist Rating as of See Nomura Investment Hub
  • NAV / 1-Day Return $27.03  /  +0.63 %
  • Fund Size $4.7B
  • Adjusted Expense Ratio 1.790%
  • Net Expense Ratio 1.790%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis DCCCX

Will DCCCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DCCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DCCCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DCCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nomura Small Cap Core C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings DCCCX

More DCCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Travere Therapeutics Inc Ordinary Shares

1.99 104M
Healthcare

Ligand Pharmaceuticals Inc

1.83 96M
Healthcare

Imax Corp

1.62 85M
Communication Services

Supernus Pharmaceuticals Inc

1.62 85M
Healthcare

Federal Signal Corp

1.50 79M
Industrials

Glaukos Corp

1.43 75M
Healthcare

Associated Banc-Corp

1.41 74M
Financial Services

NeoGenomics Inc

1.40 73M
Healthcare

Kaiser Aluminum Corp

1.38 72M
Basic Materials

Old National Bancorp

1.31 69M
Financial Services

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