Morningstar

Nomura Core Equity Fund Class C WTRCX

Medalist Rating as of Aug 31, 2026 See Nomura Investment Hub

Strategy

The investment seeks capital growth and appreciation. 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 equity securities (80% policy). Although it primarily invests in securities issued by large-capitalization companies, it may invest in securities issued by companies of any size.

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
WCEYX	Nomura Core Equity Fund Class Y	Institutional	Open			Dec 29, 1995	$25.67M	0.990%	High	$0	−$8.16M
ICIEX	Nomura Core Equity Fund Class I	Institutional	Open			Apr 2, 2007	$859.76M	0.740%	Above Average	$0	−$115.94M
WCEAX	Nomura Core Equity Fund Class A	Front Load	Open			Jul 3, 2000	$2.72B	0.990%	Average	$1,000	−$389.64M
WTRCX	Nomura Core Equity Fund Class C	Level Load	Open			Sep 21, 1992	$16.56M	1.740%	Average	$1,000	−$5.02M
ICEQX	Nomura Core Equity Fund Class R6	Retirement, Large	Open			Jul 31, 2014	$18.30M	0.670%	Above Average	$0	−$10.18M
IYCEX	Nomura Core Equity Fund Class R	Retirement, Medium	Open			Dec 19, 2012	$1.34M	1.240%	Above Average	$0	$1.06M

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