Nomura Ultrashort Fund Institutional Class (DULTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.96
0.00 (0.00%)
At close: Feb 13, 2026
Fund Assets71.38M
Expense Ratio0.40%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)0.43
Dividend Yield4.33%
Dividend Growth-17.20%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close9.96
YTD Return0.33%
1-Year Return4.43%
5-Year Return17.11%
52-Week Low9.54
52-Week High9.96
Beta (5Y)n/a
Holdings79
Inception DateJan 5, 2016

About DULTX

The Fund's investment strategy focuses on Ultra-Short Oblig with 0.4% total expense ratio. Delaware Group Cash Reserve: Delaware Investments Ultrashort Fund; Institutional Class Shares seeks total return to the extent consistent with a relatively low volatility of principal. Under normal circumstancs, DULTX will invest all of its net assets in investment grade fixed income securities at the time of purchase. DULTX will maintain an average effective duration of less than 18 months.

Category Ultrashort Bond
Stock Exchange NASDAQ
Ticker Symbol DULTX
Share Class Institutional Class
Index ICE BofA 6 Months US Treasury Bill TR

Performance

DULTX had a total return of 4.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.88%.

Top 10 Holdings

29.57% of assets
NameSymbolWeight
United States Treasury Bills 0%B.0 02.03.263.64%
Banco Santander-Chile 0%n/a3.56%
Parker-Hannifin Corp. 0%n/a3.46%
United States Treasury Bills 0%B.0 03.05.263.26%
HSBC USA, Inc. 0%n/a3.05%
Fremf 2012 Kf01 Mortgage Trust 4.13672%FREMF.2016-K54 B2.87%
Experian Finance plc 0%n/a2.55%
Brown-Forman Corp. 0%n/a2.55%
Verizon Master Trust 4.30253%VZMT.2025-9 A1B2.37%
Connecticut Avenue Securities Trust 2025-R06 4.77419%CAS.2025-R06 1A12.25%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.0329Jan 30, 2026
Dec 31, 2025$0.0342Dec 31, 2025
Nov 28, 2025$0.0429Nov 28, 2025
Oct 31, 2025$0.035Oct 31, 2025
Sep 30, 2025$0.035Oct 1, 2025
Aug 29, 2025$0.036Sep 2, 2025
Full Dividend History