Nomura Wealth Builder FundDDIAX
Type
Mutual fund
Peer group
Allocation
Net assets
$835.3M
Expense ratio
1.06%
1-year return
+15.1%
3 years, a year
+12.6%
5 years, a year
+9.1%
Holdings
722
What it aims to do.
Nomura Wealth Builder Fund seeks to provide high current income and an investment that has the potential for capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Index Funds | 7.38% |
| NVDA NVIDIA Corp. | 3.57% |
| iShares Trust | 2.44% |
| AAPL Apple Inc. | 2.37% |
| United States Treasury Notes | 2.34% |
| MSFT Microsoft Corp. | 2.10% |
| XOM Exxon Mobil Corp. | 1.54% |
| iShares Trust | 1.49% |
| GOOGL Alphabet Inc. | 1.33% |
| MU Micron Technology Inc. | 1.26% |
More on DDIAX.
- DDIAX overview
- DDIAX holdings
- DDIAX risk
- DDIAX costs
- DDIAX money in and out
- DDIAX share classes
- Compare DDIAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.