Nasdaq - Delayed Quote
USD
Nomura Large Cap Growth A (WLGAX)
38.91
+0.10
(+0.26%)
As of 8:10:27 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- 2.5
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 0.25
Broker Availability
- Mutual Of Omaha Investor Services Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pruco Securities, LLC
- UBS Financial Services Inc
- Protected Investors of America
- E TRADE Financial
- H&R Block Financial Advisors Inc
- American Trust Custody
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- EP Fee Small
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Edward Jones
- LPL SAM Eligible
- Nationwide Retirement Innovator
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- DATALynx
- DATALynx NTF
- DATALynx NAV
- PruChoice Investments
- Ameriprise Brokerage
- Federated TrustConnect NTF
- Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
- Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
- Nationwide Retirement Resource
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Mony Securities Corp
- CommonWealth Core
- CommonWealth NTF
- Vanguard NTF
- ETrade No Load Fee
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- Robert W. Baird & Co.
- DATALynx IMS
- Bear Stearns Load-Waived NTF
- WFA MF Advisory Updated 9.2.26
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- EP Comm Small
- EP Comm Large
- EP Fee Large
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTFN
- Firstrade
- Scottrade TF
- Scottrade NTF
- Standard Retirement Services, Inc.
- Ameriprise Financial
- Prudential Retail
- TIAA-CREF Brokerage Services
- Fidelity Advisor 401(k) I Shares
- Fidelity Advisor 401(k) ACT Shares
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Morgan Stanley Select UMA
- Morgan Stanley TRAK Fund Solution
- Matrix Financial Solutions
- SB Pychx OFS C
- SB Pychx OFS R
- SB Pychx OFS A
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- NYLIM 401(k) Complete
- Met Life Resources MFSP Alliance List
- ADP Access
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Trust Company of America
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 9.2.26
- ADP Access Open Fund Architecture
- ADP Access Tier 1
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- Investacorp NTF
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Vanguard Load
- Morgan Stanley Portfolio Management
- Nationwide Retirement Flexible Advantage
- JP Morgan No Load
- Smith Barney Portfolio Manager
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- PAS
- Fidelity Advisor 401(k) A Shares
- Cetera Financial Specialist LLC – Premier, mAA Advisor
- LPL SWM
- Schwab Advisor Services All Funds Available
- Schwab Retirement Only
- Schwab Existing Shareholders Only
- Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
- Nationwide Retirement Innovator Advantage
- ADP Access Tier 2
- Fidelity Advisor 401(k) M Shares
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Waddell & Reed MAPNavigator
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 1
- ADP Advisor Access 3(21) Tier 2
- ADP Advisor Access Tier 1
- ADP Advisor Access Tier 2
- LPL Brokerage Availability
- Thrivent – Retail Eligible
- Pruco Securities LLC -PruChoice Mutual Funds
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Nylife Securities LLC
- Schwab Advisor Services Transaction-Fee Funds
- Schwab Advisor Services Institutional No Transaction Fee Funds
- Schwab Advisor Services Institutional Share Class Funds
- Schwab Advisor Services Load-Waived Funds
- Schwab Advisor Services Funds for Transfer, Custody and Redemption Only
- Schwab Advisor Services Funds Available for Approved Inv Managers Only
Fund Summary
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.
Fund Overview
| Category | -- |
| Fund Family | Nomura |
| Net Assets | 6.34B |
| YTD Return | 5.10% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 31, 2014 |
Performance & Risk
| YTD Return | 6.39% |
| 5y Average Return | 8.67% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
