Nomura Tax-Free New York FundDVFNX

MUTUAL FUNDNomura (Macquarie)
Type
Mutual fund
Peer group
Municipal bond
Net assets
$242.9M
Expense ratio
1.55%
1-year return
+1.4%
3 years, a year
+3.7%
5 years, a year
+0.4%
Holdings
165

What it aims to do.

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

Top 10 holdings.

Holding% of fund
New York N Y City Mun Wtr Fin Auth3.77%
Puerto Rico Sales Tax Financing Corp3.43%
Puerto Rico Sales Tax Financing Corp2.06%
New York Transn Dev Corp1.88%
New York City Transitional Finance Authority (The) (Ny)1.72%
Gdb Debt Recovery Auth Of Comwlth Puerto Rico1.70%
Puerto Rico Comwlth1.52%
New York City Transitional Finance Authority (The) (Ny)1.31%
New York St Pwr Auth1.31%
Build Nyc Resource Corp N Y1.29%

More on DVFNX.

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