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 1.23%. The 1-year return is 5.20%. AZTAX dividend yield stands at 2.43%, 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 Government Cash Management Fund, Institutional Shares (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%). View all AZTAX holdings, sector breakdown, or dividend history.

AZTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AZTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.