Nomura National High-Yield Municipal Bond Fund

Voyageur Mutual Funds · 3 share classes

Actively managed U.S. bond fund
One fund, 3 share classes:CXHYXDVHCXDVHIX
$2.83B NAV
723 positions · as of 2026-05-29 · filed 2026-07-27

Fund classification

Classified from what the fund holds · as of 2026 Q2

Nomura National High-Yield Municipal Bond Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Mixed credit
Rate sensitivity
Long duration

Fund profile

As filed in the prospectus · 2025 Q4

Nomura National High-Yield Municipal Bond Fund seeks a high level of current income exempt from federal income tax primarily through investment in medium- and lower-grade municipal obligations.

Strategy · summarised

The fund invests at least 80% of assets in municipal securities exempt from federal income tax, with emphasis on lower-rated bonds that offer higher current income. The manager adjusts average maturity between 5 and 30 years based on market conditions to balance tax-exempt income with capital preservation, and may concentrate holdings in particular bond types or market segments as needed. Because the fund targets lower-rated municipal securities, it bears greater credit and default risk than higher-quality municipal bond funds.

Expenses
0.60% 1.60%across 3 share classes
Share classExpense ratio
CXHYX0.85%
DVHCX1.60%
DVHIX0.60%

Portfolio turnover 34.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.95%
of net assets
Bonds98.84%
Stocks0.10%

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 21 new42 exited

Largest new: HOUSTON (TX), CITY OF, BAY AREA TOLL AUTH CALIF, MARICOPA CNTY ARIZ INDL DEV AUTH, MASSACHUSETTS ST DEV FIN AGY, NEW YORK N Y CITY TRANSITIONAL FIN AUTH, NEW YORK CITY MUNICIPAL WATER FINANCE AUTHORITY (NY), SIERRA VISTA ARIZ INDL DEV AUTH, CHICAGO ILL

Largest exited: PUERTO RICO COMWLTH, TARRANT CNTY TEX CULTURAL ED FACS FIN CORP, NEW YORK TRANSN DEV CORP, NEW YORK CITY TRANSITIONAL FINANCE AUTHORITY (THE) (NY), CALIFORNIA MUN FIN AUTH, BUCKEYE OHIO TOB SETTLEMENT FING AUTH, INDIANA FIN AUTH, CAPITAL TR AGY FLA

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+4.18%+12.12%+3.73%5.81%-8.69%
+3.51%+9.59%-0.04%5.91%-8.99%
+4.45%+12.99%+5.03%5.89%-8.62%

These classes hold the same portfolio, so the 5.07pp spread over 5 years is the cost difference between them — roughly 1.01pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-05-29

Avg coupon
4.70%
Avg maturity
24.63 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

6%
floating
Fixed rate81.3%
Zero-coupon or unclassified12.8%
Floating rate5.9%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y0.5%
1-3y0.8%
3-5y1.1%
5-10y3.5%
10y+94.0%
Flagged holdings
Defaulted: 7.83% · $219.38M · 83 positions
In arrears: 0.66% · $18.40M · 2 positions
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
9.17 yr
approx. move per 100bp
Credit-spread duration
9.30 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -18.5%
of value
Credit spreads50%
Interest rates50%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+9.30
yrs total
Investment grade+7.65 yr
High yield+1.65 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate9.17 yr total
3 mo30 yr
3 mo0.02 yr0%
1 yr0.32 yr3%
5 yr1.22 yr13%
10 yr3.67 yr40%
30 yr3.94 yr43%
Credit spread9.30 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.11 yr1%
5 yr1.31 yr14%
10 yr6.02 yr65%
30 yr1.84 yr20%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.02+0.01+0.00$2.7k$425
1 yr+0.32+0.09+0.02$25.4k$6.4k
5 yr+1.22+1.09+0.22$307.9k$63.7k
10 yr+3.67+4.88+1.14$1.38m$324.3k
30 yr+3.94+1.58+0.26$447.6k$73.8k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
PUERTO RICO, COMMONWEALTH OF4.00% · due 2046-07-011.89%$53.46M
TOBACCO SETTLEMENT FINANCING CORP (VA)0.00% · due 2047-06-011.61%$45.52M
GDB DEBT RECOVERY AUTHORITY7.50% · due 2040-08-201.60%$45.34M
PUERTO RICO, COMMONWEALTH OF0.00% floating · due 2043-11-011.58%$44.72M
PUERTO RICO SALES TAX FINANCING CORP0.00% · due 2046-07-011.38%$38.97M
PUERTO RICO SALES TAX FINANCING CORP0.00% · due 2051-07-011.35%$38.19M
GOLDEN STATE TOBACCO SECURITIZATION CORP (CA)0.00% · due 2066-06-011.12%$31.80M
PUERTO RICO SALES TAX FINANCING CORP4.75% · due 2053-07-011.01%$28.58M
TOBACCO SETTLEMENT FINANCING CORP (VA)0.00% · due 2047-06-010.87%$24.69M
INLAND EMPIRE TOBACCO SECURIZA TOBA0.00% · due 2057-06-010.86%$24.43M
Showing 10 of 723Sign in to see more

Top 10 positions are 13.26% of net assets, top 25 23.17%, across 320 issuers.

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