AZTAX Mutual Fund

AZTAX Mutual Fund (NYLI MacKay Arizona Muni Fund Class A) is managed by New York Life Investments. AZTAX expense ratio is 0.80%, holding 103 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2024-07-22.

AZTAX performance shows a YTD return of -0.45%. The 1-year return is 3.60%. AZTAX dividend yield stands at 2.47%, paid monthly.

AZTAX top holdings include Arizona Industrial Development Authority (2.9%), Maricopa County Pollution Control Corp., Series A 3.6% 2040-02-01 (2.5%), Dreyfus Govt Cash Man Ins (2.4%), Salt Verde Financial Corporation, Arizona, Senior Gas Revenue Bonds, Citigroup Energy Inc Prepay Contract Obligations, Series 2007 (2.4%), City Of Peoria 2% 2036-07-15 (2.1%). Go to all AZTAX holdings, AZTAX sectors, or AZTAX dividends.

AZTAX can be compared against other funds. Use AZTAX overlap to find shared positions, or AZTAX vs another fund for a side-by-side view. AZTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.