Nomura Large Cap Growth Fund Class R6 ILGRX Strategy
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 a portfolio of common stocks issued by large-capitalization, growth-oriented companies (80% policy). The Manager seeks growth-oriented companies that the Manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. It is non-diversified.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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WLGYX
| Nomura Large Cap Growth Fund Class Y | Institutional | Open | $27.43M | 0.890% | High | $0 | −$12.81M | |||
IYGIX
| Nomura Large Cap Growth Fund Class I | Institutional | Open | $3.26B | 0.640% | Average | $0 | −$1.27B | |||
WLGAX
| Nomura Large Cap Growth Fund Class A | Front Load | Open | $2.87B | 0.890% | Below Average | $1,000 | −$484.41M | |||
WLGCX
| Nomura Large Cap Growth Fund Class C | Level Load | Open | $45.22M | 1.640% | Below Average | $1,000 | −$16.85M | |||
ILGRX
| Nomura Large Cap Growth Fund Class R6 | Retirement, Large | Open | $131.08M | 0.550% | Average | — | −$63.77M | |||
WLGRX
| Nomura Large Cap Growth Fund Class R | Retirement, Medium | Open | $28.91M | 1.140% | Average | $0 | −$4.46M |