MBACX Mutual Fund

MBACX Mutual Fund (NYLIM Balanced Fund Class C) is managed by New York Life Investments with $8.3M in net assets. MBACX expense ratio is 2.08%, holding 275 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2002-12-30.

MBACX performance shows a YTD return of 7.81%. The 1-year return is 12.06% and the 5-year return is 5.05%. MBACX dividend yield stands at 5.31%, paid quarterly.

MBACX top holdings include Microsoft Corp (4.2%), Ishares Intermediate Government/credit Bond ETF (3.7%), Vanguard Intermediate-Term Government Bond ETF (3.6%), Us Treasury N/B 4.25% 07/31/2028 (3.3%), Us Treas Nts 4.375% 07/31/33 (3.0%). Go to all MBACX holdings, MBACX sectors, or MBACX dividends.

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