DUICX Mutual Fund

DUICX Mutual Fund

NAV$10.60
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Fund Essentials - as of May 29, 2026

Net Assets
$4M
Expense Ratio
1.50%
Dividend Yield (Current)
3.00%
Holdings
333
Inception Date
Nov 29, 1995
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-0.01%
1 Year+4.95%
3 Year+2.42%
5 Year-0.81%
10 Year+0.89%

Asset Allocation

Stocks: 0.08%
Bonds: 99.92%
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Top Holdings

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TickerNameWeight
-Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug20402.34%
VA TOBGEN 0 06/01/20Tobacco Settlement Financing Corp/Va1.79%
PR PRCGEN 4.75 07/01Puerto Rico Sales Tax Financing Corp Sa 4.750 07/01/20531.59%
PR PRC 4 07/01/2046Commonwealth of Puerto Rico 4.00% 07/01/20461.35%
-Pennsylvania St Hsg Fin Agy Sf Regd B/E 4.850000001.30%
Top 10 Concentration: 14.04%Report Date: May 29, 2026
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Dividend Summary

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Dividend Yield (Current)
3.00%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

DUICX Mutual Fund Overview

DUICX Mutual Fund (Nomura Tax-Free USA Intermediate Fund Class C) is managed by Nomura Asset Management Co Ltd with $4.2M in net assets. DUICX expense ratio is 1.50%, holding 333 positions across sectors including Financials, Utilities, Industrials. Inception date: 1995-11-29.

DUICX performance shows a YTD return of -0.01%. The 1-year return is 4.95% and the 5-year return is -0.81%. DUICX dividend yield stands at 3.00%, paid monthly.

DUICX top holdings include Gdb Debt Recovery Authority of Puerto Rico, 7.5% 20aug2040 (2.3%), Tobacco Settlement Financing Corp/Va (1.8%), Puerto Rico Sales Tax Financing Corp Sa 4.750 07/01/2053 (1.6%), Commonwealth of Puerto Rico 4.00% 07/01/2046 (1.4%), Pennsylvania St Hsg Fin Agy Sf Regd B/E 4.85000000 (1.3%). Go to all DUICX holdings, DUICX sectors, or DUICX dividends.

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