DUSIX

About DUSIX

Macquarie Tax-Free USA Intermediate Fund Institutional Class is a diversified municipal bond mutual fund designed to provide investors with a high level of current interest income exempt from federal income taxes. The fund primarily invests in intermediate-term municipal obligations, targeting bonds issued by state and local governments and their agencies across the United States. This focus allows the fund to support public infrastructure and services while offering investors a source of federally tax-free income. A notable feature of this fund is its emphasis on credit quality and duration management, aiming to maintain a balance between yield and interest rate sensitivity. Managed by seasoned professionals at Macquarie Asset Management with expertise in U.S. fixed income and municipal securities, the fund’s portfolio often includes a wide range of issuers, helping to manage both credit and sector risks. The institutional share class typically offers lower expense ratios, making it suitable for larger institutional investors. By providing monthly distributions and maintaining a focus on tax efficiency, the Macquarie Tax-Free USA Intermediate Fund Institutional Class plays an important role for investors and institutions seeking to optimize after-tax returns through high-quality municipal fixed income exposure.