Morningstar

Nomura Large Cap Growth Fund Class I IYGIX

Morningstar Medalist Rating
Medalist Rating as of | See Nomura Investment Hub
  • NAV / 1-Day Return 43.02  /  +0.68 %
  • Total Assets 6.4B
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 24%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis IYGIX

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

  • People Pillar

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

Caution has cost this fund dearly.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Artificial intelligence has powered much of the stock market's gains in recent years, and Nomura Large Cap Growth has struggled to keep pace in the face of it.

by Robby Greengold
Rated on Published on

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Portfolio Holdings IYGIX

More IYGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.26 1B
Technology

Alphabet Inc Class A

9.82 627M
Communication Services

Microsoft Corp

8.87 566M
Technology

Apple Inc

5.40 344M
Technology

Visa Inc Class A

4.78 305M
Financial Services

Amazon.com Inc

4.59 293M
Consumer Cyclical

Eli Lilly and Co

4.38 279M
Healthcare

Advanced Micro Devices Inc

3.82 244M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.29 210M
Technology

Broadcom Inc

2.98 190M
Technology

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