Nomura Mid Cap Growth Fund Class R6 IGRFX Strategy

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Strategy

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common stocks of mid-capitalization companies that the Manager believes are high quality and/or offer above-average growth potential. In selecting securities for the fund, the Manager emphasizes a bottom-up approach and focuses on companies the advisor believes have the potential for strong growth, increasing profitability, stable and sustainable revenue and earnings streams, attractive valuations and sound capital structures.

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
WMGYX
Nomura Mid Cap Growth Fund Class YInstitutionalOpen $66.82M1.040%High$0−$68.18M
IYMIX
Nomura Mid Cap Growth Fund Class IInstitutionalOpen $960.48M0.790%Below Average$0−$698.71M
WMGAX
Nomura Mid Cap Growth Fund Class AFront LoadOpen $1.21B1.040%Below Average$1,000−$352.91M
WMGCX
Nomura Mid Cap Growth Fund Class CLevel LoadOpen $31.85M1.790%Below Average$1,000−$21.06M
IGRFX
Nomura Mid Cap Growth Fund Class R6Retirement, LargeOpen $232.41M0.680%Below Average$0−$547.39M
WMGRX
Nomura Mid Cap Growth Fund Class RRetirement, MediumOpen $30.62M1.290%Average$0−$12.45M

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