MAPBX Mutual Fund

NAV$20.78

Fund Essentials

Net Assets
$1M
Expense Ratio
2.05%
Dividend Yield (Current)
1.35%
Holdings
65
Inception Date
Jun 9, 1999
Fund Family
New York Life Investment Management LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.90%
1 Year+4.79%
3 Year+6.92%
5 Year+11.56%
10 Year+9.08%

Asset Allocation

Stocks: 90.67%
Cash: 9.33%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
1.35%
Frequency
Annually
Latest Distribution
$1.42
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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MAPBX Mutual Fund Overview

MAPBX Mutual Fund (NYLI WMC Value Fund Class B) is managed by New York Life Investment Management LLC with $1.5M in net assets. MAPBX expense ratio is 2.05%, holding 65 positions across various sectors. Inception date: 1999-06-09.

MAPBX performance shows a YTD return of 4.90%. The 1-year return is 4.79% and the 5-year return is 11.56%. MAPBX dividend yield stands at 1.35%, paid annually.

MAPBX top holdings include a diversified portfolio. View all MAPBX holdings, sector breakdown, or dividend history.

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