MAXXX Mutual Fund
MAXXX Mutual Fund
Morgan Stanley Institutional Liquidity Funds - Tax Exempt Portfolio Advisor Class
MAXXX Mutual Fund Overview
MAXXX Mutual Fund (Morgan Stanley Institutional Liquidity Funds - Tax Exempt Portfolio Advisor Class) is managed by Morgan Stanley Investment Management. MAXXX expense ratio is 0.20%, holding 108 positions across sectors including Other, Financials, Industrials. Inception date: 2024-03-27.
MAXXX performance shows a YTD return of 0.75%. The 1-year return is 2.04%. MAXXX dividend yield stands at 2.00%, paid monthly.
MAXXX top holdings include New York City Transitional Finance Authority Future Tax Secured Revenue 3.900000% (2.0%), New York State Energy Research & Development Autho 05/01/2039 (1.9%), Mississippi Business Finance Corp 12/01/2030 (1.8%), New York State Energy Research & Development Authority 0.870 (1.6%), New York N Y City Mun Wtr Fin 2.8% Jun 15, 2046 (1.6%). View all MAXXX holdings, sector breakdown, or dividend history.
MAXXX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MAXXX alternatives are available via the screener, along with tax-loss harvesting opportunities.