Nomura Science and Technology Fund Class A

Frequently Asked Questions About WSTAX

What does WSTAX invest in?

The fund invests primarily in the equity securities of science and technology companies around the globe. Under normal circumstances, it invests at least 80% of its net assets in securities of science or technology companies. The fund also may invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. It may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. The fund is non-diversified.

What is the expense ratio of WSTAX?

Nomura Science and Technology Fund Class A (WSTAX) charges an expense ratio of 1.17%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WSTAX?

Nomura Science and Technology Fund Class A (WSTAX) manages $9.07B 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 WSTAX actively managed or an index fund?

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

When was WSTAX launched?

Nomura Science and Technology Fund Class A (WSTAX) launched in June 2000 and is managed by the fund issuer.

How has WSTAX performed?

WSTAX'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.