DTNIX Mutual Fund

DTNIX Mutual Fund

NAV$10.26

Fund Essentials - as of Feb 27, 2026

Net Assets
$92M
Expense Ratio
0.55%
Dividend Yield (Current)
3.89%
Holdings
165
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+3.84%
1 Year+8.65%
3 Year+4.16%
5 Year+1.03%
10 Year+2.21%

Asset Allocation

Bonds: 100.00%

Top Holdings

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TickerNameWeight
PR PRCGEN 5 07/01/20Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/20583.43%
NY NYCGEN 5 08/01/20New York City Transitional Finance Authority Future Tax Secured Revenue 5 2042-08-011.72%
-Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug20401.70%
PR PRC 11/01/2043Puerto Rico Comwlth Go Cvis 11/1/20431.52%
NY NYCGEN 5.25 02/01Fx.Rt. Muni Bond 02/01/20531.31%
Top 10 Concentration: 15.97%Report Date: Feb 27, 2026
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Dividend Summary

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Dividend Yield (Current)
3.89%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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 165 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2013-12-31.

DTNIX performance shows a YTD return of 3.84%. The 1-year return is 8.65% and the 5-year return is 1.03%. DTNIX dividend yield stands at 3.89%, paid monthly.

DTNIX top holdings include Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058 (3.4%), 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%), Puerto Rico Comwlth Go Cvis 11/1/2043 (1.5%), Fx.Rt. Muni Bond 02/01/2053 (1.3%). View all DTNIX holdings, sector breakdown, or dividend history.

DTNIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DTNIX alternatives are available via the screener, along with tax-loss harvesting opportunities.