Nomura Tax-Free USA Intermediate FundDUSIX

MUTUAL FUNDNomura (Macquarie)
Type
Mutual fund
Peer group
Municipal bond
Net assets
$877.5M
Expense ratio
0.50%
1-year return
+2.8%
3 years, a year
+5.0%
5 years, a year
+1.3%
Holdings
336

What it aims to do.

Nomura Tax-Free USA Intermediate Fund seeks as high a level of current interest income exempt from federal income tax as is available from municipal obligations and as is consistent with prudent investment management and preservation of capital.

Top 10 holdings.

Holding% of fund
Gdb Debt Recovery Auth Of Comwlth Puerto Rico2.27%
Tobacco Settlement Fing Corp Va1.74%
Puerto Rico Sales Tax Financing Corp1.56%
Puerto Rico Comwlth1.42%
Puerto Rico Comwlth1.33%
Pennsylvania Hsg Fin Agy1.27%
Metropolitan Pier & Exposition Auth Ill1.18%
New York St Twy Auth1.15%
Illinois St Toll Hwy Auth1.15%
New Jersey St Transn Tr Fd Auth1.12%

More on DUSIX.

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