HTAX ETF

HTAX ETF
$24.27
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Fund Essentials - as of Jul 29, 2026

Net Assets
$60M
Expense Ratio
0.49%
Dividend Yield (Current)
4.61%
Holdings
217
Inception Date
Mar 5, 2025
Fund Family
Nomura Asset Management Co Ltd
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+2.30%
1 Year+8.60%

Asset Allocation

Bonds: 97.07%
Cash: 2.93%
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Top Holdings

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TickerNameWeight
-Sold INR Bought USD 202604072.90%
PR PRCGEN 5 07/01/20Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/20581.71%
-Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug20401.64%
PR PRC 11/01/2043Commonwealth Of Puerto Rico 0 11/01/20431.22%
-Louisiana Publics Facilities Authority, Louisiana, Revenue Bonds, I-10 Calcasieu River Bridge Public-Private Partnership Project, Senior Lien Series 21.21%
Top 10 Concentration: 13.78%Report Date: Jul 29, 2026
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Dividend Summary

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Dividend Yield (Current)
4.61%
Frequency
Monthly
Latest Distribution
$0.10
Jul 31, 2026
12M Distributions
11 payments
Total: $1.03

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

HTAX ETF Overview

HTAX ETF (Nomura National High-Yield Municipal Bond ETF) is managed by Nomura Asset Management Co Ltd with $59.5M in net assets. HTAX expense ratio is 0.49%, holding 217 positions across sectors including Financials, Real Estate, Industrials. Inception date: 2025-03-05.

HTAX performance shows a YTD return of 2.30%. The 1-year return is 8.60%. HTAX dividend yield stands at 4.61%, paid monthly.

HTAX top holdings include Sold INR Bought USD 20260407 (2.9%), Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (1.7%), Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug2040 (1.6%), Commonwealth Of Puerto Rico 0 11/01/2043 (1.2%), Louisiana Publics Facilities Authority, Louisiana, Revenue Bonds, I-10 Calcasieu River Bridge Public-Private Partnership Project, Senior Lien Series 2 (1.2%). Go to all HTAX holdings, HTAX sectors, or HTAX dividends.

HTAX can be compared against other funds. Use HTAX overlap to find shared positions, or HTAX vs another fund for a side-by-side view. HTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-2.37%
YTD
+2.30%
1 Year
+8.60%
3 Year
N/A

Top 10 Holdings (13.8% of portfolio)

#TickerNameSectorWeight
1-Sold INR Bought USD 20260407Other2.90%
2PR PRCGEN 5 07/01/20Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058Financials1.71%
3-Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug2040Other1.64%
4PR PRC 11/01/2043Commonwealth Of Puerto Rico 0 11/01/2043Financials1.22%
5-Louisiana Publics Facilities Authority, Louisiana, Revenue Bonds, I-10 Calcasieu River Bridge Public-Private Partnership Project, Senior Lien Series 2Other1.21%
6PR PRCGEN 4.75 07/01Puerto Rico Sales Tax Financing Corp Sa 4.750 07/01/2053Financials1.18%
7WI PUBTRN 5.75 12/31Pub Fin A 5.75% 12/31/65Financials1.12%
8OH BUCGEN 5 06/01/20Buckeye Tobacco Settlement Financing Auth Oh Ref-Senior-Class 2-Ser B-2 5.000 Jun 01 55Financials0.97%
9-PUBLIC FIN 6.5% 12/65Other0.92%
10WI PUBEDU 5.75 07/01Public Finance Authority 2062-07-01Financials0.91%