DTNIX Mutual Fund

DTNIX Mutual Fund

NAV$10.05
See how much of DTNIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$92M
Expense Ratio
0.55%
Dividend Yield (Current)
4.00%
Holdings
163
Inception Date
Dec 31, 2013
Fund Family
Nomura Asset Management Co Ltd
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.43%
1 Year+7.35%
3 Year+3.26%
5 Year+0.27%
10 Year+1.98%

Asset Allocation

Bonds: 100.00%
See how much of DTNIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
PR PRCGEN 5 07/01/20Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/20583.59%
NY NYCGEN 5 08/01/20New York City Transitional Finance Authority Future Tax Secured Revenue 5 2042-08-011.74%
-Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug20401.74%
PR PRC 11/01/2043Commonwealth Of Puerto Rico 0 11/01/20431.65%
NY NYCGEN 5.25 02/01Fx.Rt. Muni Bond 02/01/20531.34%
Top 10 Concentration: 16.45%Report Date: Jun 30, 2026
Download all 163 holdings for DTNIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
4.00%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DTNIX Mutual Fund Overview

DTNIX Mutual Fund (Nomura Tax-Free New York Fund Institutional Class) is managed by Nomura Asset Management Co Ltd with $92.3M in net assets. DTNIX expense ratio is 0.55%, holding 163 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2013-12-31.

DTNIX performance shows a YTD return of 1.43%. The 1-year return is 7.35% and the 5-year return is 0.27%. DTNIX dividend yield stands at 4.00%, paid monthly.

DTNIX top holdings include Puerto Rico Sales Tax Financing Corp Sa 5.000 07/01/2058 (3.6%), New York City Transitional Finance Authority Future Tax Secured Revenue 5 2042-08-01 (1.7%), Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug2040 (1.7%), Commonwealth Of Puerto Rico 0 11/01/2043 (1.6%), Fx.Rt. Muni Bond 02/01/2053 (1.3%). Go to all DTNIX holdings, DTNIX sectors, or DTNIX dividends.

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