Morningstar

Nomura Mid Cap Growth Fund Class R6 IGRFX

Morningstar Medalist Rating
Medalist Rating as of | See Nomura Investment Hub
  • NAV / 1-Day Return 27.98  /  +0.11 %
  • Total Assets 2.8B
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis IGRFX

Will IGRFX 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 IGRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IGRFX 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 IGRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Weak execution warrants downgrading Nomura US Mid Cap Growth’s Process rating to Average from Above Average; the strategy’s People rating remains Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings IGRFX

More IGRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Monolithic Power Systems Inc

5.12 155M
Technology

IDEXX Laboratories Inc

3.79 115M
Healthcare

Quanta Services Inc

3.65 110M
Industrials

Cloudflare Inc

3.24 98M
Technology

Royal Caribbean Group

2.76 83M
Consumer Cyclical

Fastenal Co

2.62 79M
Industrials

LPL Financial Holdings Inc

2.57 78M
Financial Services

Hilton Worldwide Holdings Inc

2.29 69M
Consumer Cyclical

Edwards Lifesciences Corp

2.28 69M
Healthcare

Ferguson Enterprises Inc

2.26 68M
Industrials

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