MBINX Mutual Fund

MBINX Mutual Fund (NYLI Balanced Fund Investor Class) is managed by New York Life Investments with $35.4M in net assets. MBINX expense ratio is 1.33%, holding 192 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2008-02-28.

MBINX performance shows a YTD return of 7.08%. The 1-year return is 14.30% and the 5-year return is 5.83%. MBINX dividend yield stands at 6.06%, paid quarterly.

MBINX top holdings include Us Treasury N/B 04/28 3.75 3.75 (4.8%), Ishares Intermediate Government/credit Bond ETF (3.8%), United States Department 3.875 04/30/2031 3.875 2031-04-30 (3.8%), Treasury Note (Otr) 3.88 04/15/2029 3.88 2029-04-15 (3.5%), Alphabet Inc. C (3.4%). 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.