Nomura Mid Cap Growth Y

Frequently Asked Questions About WMGYX

What does WMGYX invest in?

The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.

What is the expense ratio of WMGYX?

Nomura Mid Cap Growth Y (WMGYX) charges an expense ratio of 1.04%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WMGYX?

Nomura Mid Cap Growth Y (WMGYX) manages $2.85B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WMGYX actively managed or an index fund?

WMGYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WMGYX launched?

Nomura Mid Cap Growth Y (WMGYX) launched in June 2000 and is managed by Nomura.

How has WMGYX performed?

WMGYX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.