Nomura Value FundDDVAX

MUTUAL FUNDNomura (Macquarie)
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.0B
Expense ratio
0.95%
1-year return
+14.0%
3 years, a year
+10.5%
5 years, a year
+6.3%
12-month yield
25.36%
Holdings
38

What it aims to do.

Nomura Value Fund seeks long-term capital appreciation.

Top 10 holdings.

Holding% of fund
GOOGL Alphabet Inc.3.84%
DD Dupont De Nemours Inc3.54%
CSX CSX Corporation3.53%
PLD Prologis Inc.3.51%
TDY Teledyne Technologies Inc3.32%
XOM Exxon Mobil Corp.3.30%
DUK Duke Energy Corp3.30%
ADI Analog Devices Inc.3.19%
SCHW The Charles Schwab Corporation3.17%
ZTS Zoetis Inc.3.14%

More on DDVAX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.