WSGRX – Nomura Small Cap Growth R Investment Strategy | Morningstar

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Strategy

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in common stocks of small-capitalization, growth-oriented companies (80% policy). The fund manager emphasizes smaller companies positioned in new or emerging industries where the Manager believes there is opportunity for higher growth than in established companies or industries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WSCYX	Nomura Small Cap Growth Fund Class Y	Institutional	Open			Dec 29, 1995	$26.27M	1.100%	High	$0	−$7.52M
IYSIX	Nomura Small Cap Growth Fund Class Institutional	Institutional	Open			Apr 2, 2007	$332.23M	0.850%	Below Average	$0	−$78.62M
WSGAX	Nomura Small Cap Growth Fund Class A	Front Load	Open			Jul 3, 2000	$535.10M	1.100%	Low	$1,000	−$102.41M
WRGCX	Nomura Small Cap Growth Fund Class C	Level Load	Open			Sep 21, 1992	$12.54M	1.850%	Below Average	$1,000	−$4.16M
IRGFX	Nomura Small Cap Growth Fund Class R6	Retirement, Large	Open			Jul 31, 2014	$97.43M	0.760%	Below Average	$1M	−$14.74M
WSGRX	Nomura Small Cap Growth Fund Class R	Retirement, Medium	Open			Dec 29, 2005	$41.03M	1.350%	Below Average	$0	−$7.26M

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