Morningstar

Nomura Global Growth Fund Class Y IVIYX

Morningstar Medalist Rating
Medalist Rating as of | See Nomura Investment Hub
  • NAV / 1-Day Return 42.32  /  +0.52 %
  • Total Assets 897.7M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

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

Morningstar’s Analysis IVIYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nomura Global Growth Fund Class Y holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IVIYX

More IVIYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.22 54M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

5.49 48M
Technology

Microsoft Corp

3.78 33M
Technology

Apple Inc

3.30 29M
Technology

Alphabet Inc Class A

2.91 25M
Communication Services

Amazon.com Inc

2.58 23M
Consumer Cyclical

KLA Corp

2.35 21M
Technology

Morgan Stanley

2.15 19M
Financial Services

Howmet Aerospace Inc

2.07 18M
Industrials

Broadcom Inc

2.03 18M
Technology

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