DUSIX
Nomura Tax-Free USA Intermediate Fund
Delaware Group Tax Free Fund

Portfolio concentration

As of February 27, 2026 · N-PORT
Holdings
336
Top-10 weight
14.28%
Effective holdings ?
169
Crowding ?
40.5

Holdings

As of February 27, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 2018 PRCDEV 20,297,425 $19.96M 2.27%
2 TOBACCO SETTLEMENT FING CORP V TOBGEN 06/47 ZEROCPNOID 0 58,500,000 $15.25M 1.74%
3 PUERTO RICO SALES TAX FING COR REGD OID B/E 4.75000000 PRCGEN 14,048,000 $13.70M 1.56%
4 Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 2022 PRC 18,226,328 $12.46M 1.42%
5 RESTRUCTURED-SER A1 PRC 12,920,000 $11.66M 1.33%
6 PENNSYLVANIA ST HSG FIN AGY SF REGD B/E 4.85000000 10,730,000 $11.14M 1.27%
7 STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 4.0% 12-15-47 MPNFAC 11,560,000 $10.34M 1.18%
8 NY ST THRUWAY AUTH-B 10,000,000 $10.12M 1.15%
9 Illinois Toll Highway Authority, Toll Highway Revenue Bonds, Senior Series 2023A 9,250,000 $10.07M 1.15%
10 New Jersey Transportation Trust Fund Authority, Series 2009 A 15,910,000 $9.79M 1.12%
11 FL ST DFC(BRIGHTLINE FL)/AGM 5.25% 7/1/53@ 8,875,000 $8.85M 1.01%
12 WI PUBTRN 6.5 12/31/2065 PUBTRN 7,500,000 $8.35M 0.95%
13 SALT VERDE FINL. CO 5.00% SLTPWR 7,200,000 $8.03M 0.91%
14 UNITED STATES STEEL CORP 5.7% 05-01-53 ARSDEV 7,750,000 $7.92M 0.90%
15 NY LIBERTY DEV CORP 10,000,000 $7.82M 0.89%
16 RESTRUCTURED-SER A1 PRC 7,488,979 $7.50M 0.86%
17 California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB CCEDEV 7,000,000 $7.46M 0.85%
18 GTR ORLANDO FL AVIATION AUTH ARPT FACS REVENUE 6,475,000 $7.21M 0.82%
19 State of Illinois 6,630,000 $6.78M 0.77%
20 COLORADO ST HLTH FACS AUTH REVENUE 7,000,000 $6.58M 0.75%
21 DENVER CITY & CNTY CO ARPT REV REGD B/E AMT 5.00000000 DENAPT 6,300,000 $6.48M 0.74%
22 CALIFORNIA ST EDUCTNL FACS AUTH REVENUE 5,000,000 $6.32M 0.72%
23 NJ TRANS TR FD-A-BAM 9,380,000 $6.07M 0.69%
24 SOUTHEAST ENERGY AUTH VAR SEEPWR 5,500,000 $5.99M 0.68%
25 PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000 PRCGEN 22,552,000 $5.93M 0.68%
26 UNIV OF COLORADO CO HOSP AUTH UCOMED 11/35 ADJUSTABLE VAR 5,900,000 $5.90M 0.67%
27 New York Transportation Development Corp., Series 2024 5,500,000 $5.85M 0.67%
28 State of Maryland, Series 2025, GO Bonds 5,000,000 $5.83M 0.66%
29 California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB CCEDEV 5,500,000 $5.80M 0.66%
30 STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 4.0% 12-15-42 MPNFAC 5,740,000 $5.67M 0.65%
31 COUNTY OF HARRIS TX 5,090,000 $5.66M 0.65%
32 ST PAUL MN HLTH 4% 7/1/2035 5,630,000 $5.63M 0.64%
33 NY ST THRWY AUTH 5,000,000 $5.51M 0.63%
34 RESTRUCTURED-SER A-2 PRCGEN 5,453,000 $5.46M 0.62%
35 BLACK BELT ENRY GAS-A BBEUTL 5,000,000 $5.43M 0.62%
36 CA ST PUB WKS BRD-D 5,000,000 $5.42M 0.62%
37 FLORIDA ST DEV FIN CORP REGD V/R B/E AMT 10.00000000 7,840,000 $5.41M 0.62%
38 Puerto Rico Industrial Tourist Educational Medical & Environmental Control Facilities Financing Authority, Series 2023 A-3 4,750,000 $5.38M 0.61%
39 Seminole County Industrial Development Authority, Legacy Pointe at UCF Project, Series 2019A 5,340,000 $5.36M 0.61%
40 TRIBOROUGH NY BRIDGE & TUNNEL TRIBOROUGH BRIDGE & TUNNEL AUTHORITY TRBGEN 5,000,000 $5.34M 0.61%
41 BLACK BELT ENERGY GAS VAR BBEUTL 4,850,000 $5.29M 0.60%
42 BLACK BELT ENERGY GAS VAR BBEUTL 5,000,000 $5.22M 0.60%
43 NJ TRANSPR TRUST 4,750,000 $5.21M 0.59%
44 MUNI ELEC AUTH OF GEORGIA REGD B/E 5.00000000 5,000,000 $5.20M 0.59%
45 PENNSYLVANIA ST HSG FIN AGY SF MTGE REVENUE PASSFH 5,000,000 $5.18M 0.59%
46 SUFFOLK REGL OFF-TRACK BETTING SUFFOLK REGIONAL OFF-TRACK BETTING CORP SOBGEN 5,000,000 $5.17M 0.59%
47 San Diego County Regional Airport Authority, Series B 4,500,000 $5.14M 0.59%
48 PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000 PRCGEN 14,246,000 $5.12M 0.58%
49 NYC TRANS FIN-A-E-1 5,000,000 $5.12M 0.58%
50 VIRGINIA ST PUB BLDG AUTH PUBLIC FACS REVENUE 4,680,000 $5.12M 0.58%
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