Morningstar

Nomura Smid Cap Core Fund Class R6 ISPVX

Medalist Rating as of Aug 31, 2026 See Nomura Investment Hub

Strategy

The investment seeks to provide capital appreciation. The fund seeks to achieve its objective by investing primarily in various types of equity securities of small- and mid-capitalization companies that the Manager believes have the greatest potential for capital appreciation. Under normal circumstances, at least 80% of the fund’s net assets, plus the amount of any borrowings for investment purposes, will be invested, at the time of purchase, in common stocks of small- and mid-capitalization companies (80% policy).

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
IYSYX	Nomura Smid Cap Core Fund Class Y	Institutional	Limited			Dec 8, 2003	$3.24M	1.120%	High	$0	−$2.93M
IVVIX	Nomura Smid Cap Core Fund Class I	Institutional	Limited			Apr 2, 2007	$163.97M	0.870%	Below Average	$0	−$38.82M
IYSAX	Nomura Smid Cap Core Fund Class A	Front Load	Limited			Jan 31, 1997	$101.21M	1.120%	Below Average	$1,000	−$20.64M
IYSCX	Nomura Smid Cap Core Fund Class C	Level Load	Limited			Dec 8, 2003	$6.08M	1.870%	Below Average	$1,000	−$2.54M
ISPVX	Nomura Smid Cap Core Fund Class R6	Retirement, Large	Limited			Jul 31, 2014	$31.37M	0.770%	Below Average	$0	−$5.99M
IYSMX	Nomura Smid Cap Core Fund Class R	Retirement, Medium	Limited			Dec 19, 2012	$28.53M	1.370%	Average	$0	$1.43M

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