Nomura Small Cap Growth Fund Class R WSGRX

Medalist Rating as of | See Nomura Investment Hub
  • NAV / 1-Day Return 12.15  /  +0.83 %
  • Total Assets 1.0B
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.380%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 62%

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

Morningstar’s Analysis WSGRX

Will WSGRX outperform in the future?

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

New lead manager taking charge.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

An upcoming leadership change and indistinct approach merit Average People and Process ratings for Nomura Small Cap Growth.

Rated on Published on

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Portfolio Holdings WSGRX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tarsus Pharmaceuticals Inc Ordinary Shares

2.19 24M
Healthcare

WisdomTree Inc

2.17 24M
Financial Services

Travere Therapeutics Inc Ordinary Shares

2.09 23M
Healthcare

Encompass Health Corp

1.99 22M
Healthcare

Kontoor Brands Inc

1.97 22M
Consumer Cyclical

Agilysys Inc

1.92 21M
Technology

Braze Inc Class A

1.91 21M
Technology

A10 Networks Inc

1.85 20M
Technology

Remitly Global Inc

1.63 18M
Technology

Ollie's Bargain Outlet Holdings Inc

1.63 18M
Consumer Defensive

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