C
Nomura Wealth Builder Fund Institutional Class DDIIX
NASDAQ
Recommendation
NAV
Total Assets
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Reward
Risk
Fund Information
Fund Type
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Systematic Withdrawal Plan, Institutional Only, Automatic Investment Plan, Qualified Investment, Phone Exchange, Wire Redemption
Top Holdings
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Performance
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Price
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NAV
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Beta / Standard Deviation
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Standard Deviation
Company Information
Provider
Nomura
Manager/Tenure
(Years)
Stefan Löwenthal (5), Jurgen Wurzer (5), Aaron D. Young (3)
Website
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Address
United States
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Country
United States
Phone Number
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Investment Strategy
The investment seeks to provide high current income and an investment that has the potential for capital appreciation. Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.