COTAX Mutual Fund
COTAX Mutual Fund
NYLI MacKay Colorado Muni Fund Class A
COTAX Mutual Fund Overview
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 Other, Financials, Utilities. Inception date: 2024-07-22.
COTAX performance shows a YTD return of 1.32%. The 1-year return is 5.52%. COTAX dividend yield stands at 2.39%, 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 Health Facs Auth Rev 5% Nov 15, 2030 (2.5%), Midcities Met Dist #2 Co Spl R (2.4%), City Of Fort Collins (2.4%). View all COTAX holdings, sector breakdown, or dividend history.
COTAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.