Nomura Mid Cap Income Opps C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Nomura Mid Cap Income Opportunities Fund Class C IVOCX
- NAV / 1-Day Return 18.09 / +1.40 %
- Total Assets 712.8M
-
Adj. Expense Ratio
1.830%
- Expense Ratio 1.830%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.38%
- Turnover 27%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis IVOCX
Will IVOCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IVOCX 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 IVOCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Seagate Technology Holdings PLC | 3.55 | 26M | Technology |
Microchip Technology Inc | 3.55 | 26M | Technology |
Watsco Inc Ordinary Shares | 3.43 | 25M | Industrials |
nVent Electric PLC | 3.32 | 24M | Industrials |
Extra Space Storage Inc | 3.06 | 22M | Real Estate |
Garmin Ltd | 3.04 | 22M | Technology |
First American Financial Corp | 3.02 | 22M | Financial Services |
SLB Ltd | 3.00 | 22M | Energy |
NetApp Inc | 2.98 | 22M | Technology |
Royalty Pharma PLC Class A | 2.96 | 22M | Healthcare |
United States