DVFNX Mutual Fund

DVFNX Mutual Fund

NAV$10.26

Fund Essentials - as of Feb 27, 2026

Net Assets
$4M
Expense Ratio
1.55%
Dividend Yield (Current)
2.99%
Holdings
165
Inception Date
Apr 26, 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+3.33%
1 Year+7.58%
3 Year+3.12%
5 Year-0.10%
10 Year+1.33%

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)
2.99%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

DVFNX Mutual Fund (Nomura Tax-Free New York Fund Class C) is managed by Nomura Asset Management Co Ltd with $3.8M in net assets. DVFNX expense ratio is 1.55%, holding 165 positions across sectors including Financials, Real Estate, Utilities. Inception date: 1995-04-26.

DVFNX performance shows a YTD return of 3.33%. The 1-year return is 7.58% and the 5-year return is -0.10%. DVFNX dividend yield stands at 2.99%, paid monthly.

DVFNX 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 DVFNX holdings, sector breakdown, or dividend history.

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