DVFNX Mutual Fund

DVFNX Mutual Fund

NAV$10.03
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Fund Essentials - as of Jun 30, 2026

Net Assets
$4M
Expense Ratio
1.55%
Dividend Yield (Current)
3.06%
Holdings
163
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+0.85%
1 Year+6.17%
3 Year+2.20%
5 Year-0.73%
10 Year+0.96%

Asset Allocation

Bonds: 100.00%
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Top Holdings

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TickerNameWeight
PR PRCGEN 5 07/01/20Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 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 Auth Of Cmwlth Puerto Rico1.74%
PR PRC 11/01/2043Puerto Rico Cmwlth 0.0001% Mat 11/01/20431.65%
NY NYSPWR 5.12 11/15New York Power Authority 5.125 11-15-20581.34%
Top 10 Concentration: 16.45%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.06%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

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 163 positions across sectors including Financials, Real Estate, Utilities. Inception date: 1995-04-26.

DVFNX performance shows a YTD return of 0.85%. The 1-year return is 6.17% and the 5-year return is -0.73%. DVFNX dividend yield stands at 3.06%, paid monthly.

DVFNX top holdings include Puerto Rico Sales Tax Fing Corp Sales Tax Revenue 07/01/2058 (3.6%), New York City Transitional Finance Authority Future Tax Secured Revenue 5 2042-08-01 (1.7%), Gdb Debt Recovery Auth Of Cmwlth Puerto Rico (1.7%), Puerto Rico Cmwlth 0.0001% Mat 11/01/2043 (1.6%), New York Power Authority 5.125 11-15-2058 (1.3%). Go to all DVFNX holdings, DVFNX sectors, or DVFNX dividends.

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