MCOAX Mutual Fund

MCOAX Mutual Fund (NYLIM MacKay Convertible Fund Class A) is managed by New York Life Investment Management LLC with $800.0M in net assets. MCOAX expense ratio is 0.93%, holding 114 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 1995-01-03.

MCOAX performance shows a YTD return of 12.79%. The 1-year return is 23.86% and the 5-year return is 14.44%. MCOAX dividend yield stands at 3.92%, paid quarterly.

MCOAX top holdings include Mainstay US Government Liquidity Fund (6.9%), Alphabet Ser A Pc 6.25% 5/29 (3.0%), Welltower Op Llc Conv. Note (2.8%), Western Digital Corporation 3% Nov 15, 2028 (2.5%), Lumentum Holdings, Inc., Convertible 0.5% 06/15/2028 (2.1%). Go to all MCOAX holdings, MCOAX sectors, or MCOAX dividends.

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