MBINX Mutual Fund

MBINX Mutual Fund (NYLIM Balanced Fund Investor Class) is managed by New York Life Investments with $35.4M in net assets. MBINX expense ratio is 1.33%, holding 275 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2008-02-28.

MBINX performance shows a YTD return of 8.36%. The 1-year return is 12.91% and the 5-year return is 5.84%. MBINX dividend yield stands at 5.98%, paid quarterly.

MBINX 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 MBINX holdings, MBINX sectors, or MBINX dividends.

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