Nomura Tax-Free Pennsylvania FundDTPIX

MUTUAL FUNDNomura (Macquarie)
Type
Mutual fund
Peer group
Municipal bond
Net assets
$399.1M
Expense ratio
0.58%
1-year return
+3.3%
3 years, a year
+5.3%
5 years, a year
+1.7%
Holdings
154

What it aims to do.

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

Top 10 holdings.

Holding% of fund
Pennsylvania Economic Dev Fing Auth3.13%
Allegheny Cnty Pa Hosp Dev Auth2.80%
Philadelphia (Pa), City Of2.61%
Puerto Rico Sales Tax Financing Corp2.61%
Gdb Debt Recovery Auth Of Comwlth Puerto Rico2.12%
Puerto Rico Sales Tax Financing Corp1.92%
Pennsylvania St Higher Edl Facs Auth1.76%
Philadelphia Pa Auth1.57%
Pennsylvania St Tpk Commn1.44%
Pennsylvania St Tpk Commn1.39%

More on DTPIX.

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