Nomura Balanced Fund Class R (IYBFX) - Allocation--50% to 70% Equity fund with $2.89 Billion in assets. The fund allocates 28.95% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp at 3.67% of total assets. This is followed by NVIDIA Corp (3.92%) and Apple Inc (3.01%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 3.67% | - | - |
| NVIDIA Corp | 3.92% | - | - |
| Apple Inc | 3.01% | - | - |
| Amazon.com Inc | 2.27% | - | - |
| Alphabet Inc | 2.30% | - | - |
| KKR Co Inc | 1.83% | - | - |
| Vanguard SP 500 ETF | 5.33% | - | - |
| HCA Healthcare Inc | 1.78% | - | - |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.24% | - | - |
| United States Treasury Note/Bond | 2.60% | - | - |
| iShares U.S. Treasury Bond ETF | 2.90% | - | - |
| Fiserv Inc | 1.78% | - | - |
| Howmet Aerospace Inc | 2.20% | - | - |
| iShares Core U.S. Aggregate Bond ETF | 3.25% | - | - |
| Vanguard Russell 1000 Value | 1.91% | - | - |
| United States Treasury Inflation Indexed Bonds | 1.88% | - | - |
| Vanguard Index Funds SP 500 ETF SHS | 5.32% | - | - |
| NVIDIA Corp. COM | 4.43% | - | - |
| iShares Trust CORE US AGGBD ET | 3.29% | - | - |
| iShares Trust US TREAS BD ETF | 2.97% | - | - |
| Apple Inc. COM | 2.90% | - | - |
| T 4.125 02/15/36 | 2.83% | - | - |
| Taiwan Semiconductor Manufacturing Co., Ltd. SPONSORED ADS | 2.58% | - | - |
| Alphabet Inc. CAP STK CL A | 2.19% | - | - |
| Howmet Aerospace Inc COM | 2.06% | - | - |
| Microsoft Corp. COM | 2.03% | - | - |