Macquarie Mid Cap Income Opportunities Fund Y
IVOYX
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- Macquarie Mid Cap Income Opportunities Fund Y (IVOYX) is an open-end mutual fund that seeks total return through a combination of current income and capital appreciation by investing primarily in a diversified portfolio of income-producing common stocks of mid-capitalization companies that demonstrate favorable prospects for total return. The fund targets mid-cap blend and value stocks within the market capitalization range of the Russell Midcap Index, with a focus on sectors including consumer cyclical, technology, industrials, healthcare, and financial services; top holdings as of late 2025 include Rollins Inc., Seagate Technology Holdings PLC, Ares Management Corp, Cardinal Health Inc., and nVent Electric PLC, representing approximately 15.56% of the portfolio. It maintains a diversified allocation with about 90% in U.S. stocks, 9% in non-U.S. stocks, and minimal cash, alongside a net expense ratio of 1.08% and total net assets of around $922 million. The fund, domiciled in the United States and available for sale within the country, was launched on October 1, 2014, with administrative operations based at 6300 Lamar Avenue, Shawnee Mission, Kansas 66202. Portfolio management is led by Kimberly Scott since inception and Bradley Halverson since November 2021. In a significant recent development, Nomura completed its acquisition of Macquarie Asset Management's public investments business in the U.S. and Europe in late 2025 for $1.8 billion, incorporating approximately $166 billion in assets and resulting in the fund's rebranding from Macquarie to Nomura Mid Cap Income Opportunities Fund Y as reflected in major financial platforms by December 2025. This transaction, announced in April 2025 and closed ahead of schedule, also established a strategic alliance between Nomura and Macquarie for product distribution and joint investment strategy development, alongside management transitions including over 700 Macquarie staff joining Nomura. The fund's performance commentary for Q3 2025 noted outperformance relative to the Russell Midcap Index benchmark during that quarter.