Nomura Balanced Fund Class I (IYBIX) is a Allocation--50% to 70% Equity fund with $2.89 Billion in assets. The fund allocates 27.08% 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 4.57% of total assets. This is followed by NVIDIA Corp (3.95%) and Apple Inc (2.84%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 4.57% | - | - |
| NVIDIA Corp | 3.95% | - | - |
| Apple Inc | 2.84% | - | - |
| Amazon.com Inc | 2.17% | - | - |
| Alphabet Inc | 2.01% | - | - |
| KKR Co Inc | 1.83% | - | - |
| Vanguard SP 500 ETF | 3.91% | - | - |
| HCA Healthcare Inc | 1.78% | - | - |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.41% | - | - |
| United States Treasury Note/Bond | 1.61% | - | - |
| iShares U.S. Treasury Bond ETF | 3.81% | - | - |
| Fiserv Inc | 1.78% | - | - |
| Howmet Aerospace Inc | 2.20% | - | - |
| iShares Core U.S. Aggregate Bond ETF | 4.63% | - | - |
| Vanguard Russell 1000 Value | 1.91% | - | - |
| United States Treasury Inflation Indexed Bonds | 1.88% | - | - |