IBNAX – Nomura Balanced Fund Class A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing primarily in a diversified mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its income-generating equity investments, it invests primarily in medium to large, well-established companies. The fund invests at least 50% of its total assets in equity securities including convertible 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
IBNYX	Nomura Balanced Fund Class Y	Institutional	Open			Dec 8, 2003	$7.13M	0.980%	High	$0	−$1.88M
IYBIX	Nomura Balanced Fund Class I	Institutional	Open			Apr 2, 2007	$408.04M	0.730%	Average	$0	−$73.96M
IBNAX	Nomura Balanced Fund Class A	Front Load	Open			Nov 16, 1987	$1.39B	0.980%	Average	$1,000	−$214.34M
IBNCX	Nomura Balanced Fund Class C	Level Load	Open			Dec 8, 2003	$27.90M	1.730%	Average	$1,000	−$10.19M
IBARX	Nomura Balanced Fund Class R6	Retirement, Large	Open			Jul 31, 2014	$10.33M	0.640%	Average	$0	−$708,473.83
IYBFX	Nomura Balanced Fund Class R	Retirement, Medium	Open			Dec 19, 2012	$7.54M	1.230%	Average	$0	−$3.60M

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