MDAAX Mutual Fund

MDAAX Mutual Fund (NYLI Moderate ETF Allocation Fund Class A) is managed by New York Life Investment Management LLC with $130.3M in net assets. MDAAX expense ratio is 0.77%, holding 16 positions across sectors including Financials. Inception date: 2020-06-30.

MDAAX performance shows a YTD return of 6.53%. The 1-year return is 14.36% and the 5-year return is 6.13%. MDAAX dividend yield stands at 3.46%, paid annually.

MDAAX top holdings include Vanguard Mega Cap Index ETF (27.8%), Ishares Core U.s. Aggregate (18.6%), Vanguard Mid-Cap ETF (6.2%), Ishares Tr Broad Usd High (4.8%), Invesco Senior Loan ETF (4.8%). Go to all MDAAX holdings, MDAAX sectors, or MDAAX dividends.

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