Morningstar

Nomura Large Cap Growth Fund Class I IYGIX

Morningstar Medalist Rating
Medalist Rating as of | See Nomura Investment Hub
  • NAV / 1-Day Return 41.21  /  +0.66 %
  • Total Assets 6.4B
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below 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 Jul 11, 2026 | 1-Day Return as of Jul 11, 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.

Conservative, but not compelling.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Macquarie Large Cap Growth’s disciplined investment approach provides a relatively comfortable ride without sacrificing substantial upside potential. Drops in the Morningstar Medalist Ratings for several mutual fund share classes aren’t attributable to diminished conviction in the strategy’s People or Process ratings but instead reflect a change in the way Morningstar calculates the excess return opportunity for funds.

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 65.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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