Nomura Ultrashort FundDULTX

MUTUAL FUNDNomura (Macquarie)
Type
Mutual fund
Peer group
Taxable bond
Net assets
$131.1M
Expense ratio
0.40%
1-year return
+4.2%
3 years, a year
+4.9%
5 years, a year
+3.3%
Holdings
76

What it aims to do.

Macquarie Ultrashort Fund seeks total return to the extent consistent with a relatively low volatility of principal.

Top 10 holdings.

Holding% of fund
JOBY Trane Tech Fin Ltd3.81%
PPG Industries, Inc.3.81%
WRKCO Inc3.80%
Parker-Hannifin Corp.3.80%
Banco Santander-Chile3.76%
HSBC USA, Inc.3.22%
Fremf 2020-K737 Mortgage Trust3.02%
Verizon Master Trust2.48%
Goldentree Loan Management US Clo 15 Ltd2.29%
Ari Fleet Lease Trust 2012 Abs2.28%

More on DULTX.

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