Nomura Mid Cap Growth Fund Class R WMGRX

Medalist Rating as of | See Nomura Investment Hub
  • NAV / 1-Day Return 20.71  /  −1.99 %
  • Total Assets 2.5B
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WMGRX

Will WMGRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

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Portfolio Holdings WMGRX

  • 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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