WLGYX – Nomura Large Cap Growth Y Investment Strategy | Morningstar

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Strategy

The investment seeks to provide growth of capital. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WLGYX	Nomura Large Cap Growth Fund Class Y	Institutional	Open			Jul 6, 2000	$27.43M	0.890%	High	$0	−$12.81M
IYGIX	Nomura Large Cap Growth Fund Class I	Institutional	Open			Apr 2, 2007	$3.26B	0.640%	Average	$0	−$1.27B
WLGAX	Nomura Large Cap Growth Fund Class A	Front Load	Open			Jun 30, 2000	$2.87B	0.890%	Below Average	$1,000	−$484.41M
WLGCX	Nomura Large Cap Growth Fund Class C	Level Load	Open			Jul 3, 2000	$45.22M	1.640%	Below Average	$1,000	−$16.85M
ILGRX	Nomura Large Cap Growth Fund Class R6	Retirement, Large	Open			Jul 31, 2014	$131.08M	0.550%	Average	—	−$63.77M
WLGRX	Nomura Large Cap Growth Fund Class R	Retirement, Medium	Open			Dec 29, 2005	$28.91M	1.140%	Average	$0	−$4.46M

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