Nomura Mid Cap Income Opportunities FundIVORX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$721.5M
Expense ratio
1.33%
1-year return
+9.1%
3 years, a year
+9.6%
5 years, a year
+3.2%
Holdings
40
What it aims to do.
Macquarie Mid Cap Income Opportunities Fund seeks to provide total return through a combination of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| FAST Fastenal Co. | 3.21% |
| CAH Cardinal Health, Inc. | 3.06% |
| PKG Packaging Corporation of America | 3.06% |
| SNA Snap-On Incorporated | 3.04% |
| SON Sonoco Products Company | 3.02% |
| DGX Quest Diagnostics Incorporated | 3.00% |
| JOBY Garmin Ltd | 2.99% |
| AVY Avery Dennison Corporation | 2.93% |
| TNL Travel Plus Leisure Co | 2.92% |
| DRI Darden Restaurants, Inc. | 2.92% |
More on IVORX.
- IVORX overview
- IVORX holdings
- IVORX risk
- IVORX costs
- IVORX money in and out
- IVORX share classes
- Compare IVORX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.