Morningstar

Nomura Core Equity Fund Class C WTRCX

Morningstar Medalist Rating
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Medalist Rating as of See Nomura Investment Hub
  • NAV / 1-Day Return $11.78  /  −0.51 %
  • Fund Size $3.6B
  • Adjusted Expense Ratio 1.740%
  • Net Expense Ratio 1.740%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis WTRCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nomura Core Equity Fund Class C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings WTRCX

More WTRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.13 268M
Technology

Microsoft Corp

5.97 225M
Technology

Alphabet Inc Class A

5.62 211M
Communication Services

Apple Inc

5.19 195M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.13 155M
Technology

Amazon.com Inc

4.00 151M
Consumer Cyclical

Mastercard Inc Class A

2.65 100M
Financial Services

Howmet Aerospace Inc

2.45 92M
Industrials

Seagate Technology Holdings PLC

2.36 89M
Technology

JPMorgan Chase & Co

2.30 87M
Financial Services

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