DDIIX – Nomura Wealth Builder Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks to provide high current income and an investment that has the potential for capital appreciation. Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DDIIX	Nomura Wealth Builder Fund Institutional Class	Institutional	Open			Dec 2, 1996	$103.16M	0.810%	Average	$0	−$7.51M
DDIAX	Nomura Wealth Builder Fund Class A	Front Load	Open			Dec 2, 1996	$690.00M	1.060%	Average	$1,000	−$99.26M
DDICX	Nomura Wealth Builder Fund Class C	Level Load	Open			Oct 1, 2003	$7.70M	1.810%	Above Average	$1,000	−$2.90M
DDERX	Nomura Wealth Builder Fund Class R6	Retirement, Large	Open			Feb 28, 2023	$2.71M	0.740%	Above Average	$0	−$22.53M
DDDRX	Nomura Wealth Builder Fund Class R	Retirement, Medium	Open			Oct 1, 2003	$1.27M	1.310%	Above Average	$0	−$197,057.38

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