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Nomura Large Cap Growth A (WLGAX)

38.91 +0.10 (+0.26%)
As of 8:10:27 AM EDT. Market Open.
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  • Previous Close 38.81
  • YTD Return 5.10%
  • Expense Ratio 0.89%
  • Category --
  • Last Cap Gain 56.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 6.34B
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 24.00%
  • Last Dividend 0.03
  • Inception Date Jul 31, 2014

The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in a portfolio of common stocks issued by large-capitalization, growth-oriented companies (80% policy). The Manager seeks growth-oriented companies that the Manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. It is non-diversified.

Nomura

Fund Family

--

Fund Category

6.34B

Net Assets

2014-07-31

Inception Date

Performance Overview

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Trailing returns as of 10/27/2026.

YTD Return

WLGAX
5.10%
Category
0.00%

1-Year Return

WLGAX
5.51%
Category
0.00%

3-Year Return

WLGAX
17.05%
Category
0.00%

5-Year Return

WLGAX
9.78%
Category
0.00%

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