Morningstar

Nomura Mid Cap Growth Fund Class I IYMIX

Morningstar Medalist Rating
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Medalist Rating as of See Nomura Investment Hub
  • NAV / 1-Day Return $26.75  /  −0.19 %
  • Fund Size $2.5B
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis IYMIX

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

  • People Pillar

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

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Weak execution warrants downgrading Nomura US Mid Cap Growth’s Process rating to Average from Above Average; the strategy’s People rating remains Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings IYMIX

More IYMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

IDEXX Laboratories Inc

3.95 105M
Healthcare

Snowflake Inc Ordinary Shares

3.73 99M
Technology

Cloudflare Inc

3.72 99M
Technology

Monolithic Power Systems Inc

3.56 95M
Technology

Manhattan Associates Inc

2.95 79M
Technology

Fastenal Co

2.83 75M
Industrials

Edwards Lifesciences Corp

2.75 73M
Healthcare

Datadog Inc Class A

2.64 70M
Technology

Novanta Inc

2.29 61M
Technology

Lincoln Electric Holdings Inc

2.20 59M
Industrials

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