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Delaware Tax-free Usa Intermediate Fund Institutional Class (DUSIX)

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11.21 0.00    0%
31/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Delaware Funds by Macquarie
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 844.65M
Delaware Tax-Free USA Intermediate Instl 11.21 0.00 0%

DUSIX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Delaware Tax-Free USA Intermediate Instl (DUSIX) fund. Our Delaware Tax-Free USA Intermediate Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.31 0.31 0.00
Bonds 99.69 99.69 0.00

 Style Box

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Name  Net % Category Average
Municipal 99.69 94.69
Cash 0.31 2.85

Region Allocation

  • North America
  • Latin America
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 453

Number of short holdings: 2

Name ISIN Weight % Last Change %
GDB DEBT RECOVERY AUTH OF COMWLTH PUERTO RICO 7.5% - 2.50 - -
PUERTO RICO SALES TAX FING CORP SALES TAX REV 4.75% - 1.48 - -
TOBACCO SETTLEMENT FING CORP VA 0% - 1.36 - -
SALT LAKE CITY UTAH ARPT REV 5% - 1.29 - -
PUERTO RICO COMWLTH 0% - 1.28 - -
PENNSYLVANIA HSG FIN AGY SINGLE FAMILY MTG REV 4.85% - 0.92 - -
METROPOLITAN PIER & EXPOSITION AUTH ILL REV 4% - 0.91 - -
PUERTO RICO COMWLTH 4% - 0.91 - -
FLORIDA DEV FIN CORP REV 12% - 0.89 - -
NEW YORK ST TWY AUTH GEN REV JR INDBT OBLIGS 4% - 0.83 - -

Top Equity Funds by Delaware Funds by Macquarie

  Name Rating Total Assets YTD% 3Y% 10Y%
  Delaware Small Cap Core I 5.51B 9.58 3.61 9.35
  Delaware Emerging Markets Instl 2.85B 16.99 0.09 4.87
  Delaware Small Cap Value Instl 2.54B 11.58 5.57 8.05
  Optimum Large Cap Growth Instl 1.97B 24.41 6.82 13.50
  Optimum Large Cap Value Instl 1.82B 16.59 9.34 8.73
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