Nomura Tax-Free Colorado FundDCOIX

MUTUAL FUNDNomura (Macquarie)
Type
Mutual fund
Peer group
Municipal bond
Net assets
$251.0M
Expense ratio
0.57%
1-year return
+3.8%
3 years, a year
+5.4%
5 years, a year
+1.7%
Holdings
159

What it aims to do.

Nomura Tax-Free Colorado Fund seeks as high a level of current income exempt from federal income tax and from the personal income tax in Colorado as is consistent with preservation of capital.

Top 10 holdings.

Holding% of fund
Colorado Springs (Co), City Of3.22%
Gdb Debt Recovery Auth Of Comwlth Puerto Rico2.28%
Colorado Health Facs Auth2.18%
Public Auth For Colo Energy Nat Gas Pur2.10%
Puerto Rico Sales Tax Financing Corp1.97%
Colorado St Brd Governors1.87%
Colorado Health Facs Auth1.86%
Puerto Rico Sales Tax Financing Corp1.81%
Cherry Creek Colo Sch Dist No 0051.77%
Denver (Co), City And County Of1.75%

More on DCOIX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.