COTAX Mutual Fund

COTAX Mutual Fund (NYLI MacKay Colorado Muni Fund Class A) is managed by New York Life Investments. COTAX expense ratio is 0.80%, holding 99 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2024-07-22.

COTAX performance shows a YTD return of -0.48%. The 1-year return is 3.80%. COTAX dividend yield stands at 2.43%, paid monthly.

COTAX top holdings include Public Authority For Colorado Energy 6.5 11/15/2038 (3.4%), City & County Of Denver, Series A 4.25 2031-11-15 (2.6%), Colorado St Hlth V/R 11/15/60 (2.5%), Midcities Met Dist #2 Co Spl R (2.4%), City Of Fort Collins (2.4%). Go to all COTAX holdings, COTAX sectors, or COTAX dividends.

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