MDAKX Mutual Fund

MDAKX Mutual Fund (NYLIM Moderate ETF Allocation Fund Class C) is managed by New York Life Investment Management LLC with $376,205.32 in net assets. MDAKX expense ratio is 1.56%, holding 16 positions across sectors including Financials. Inception date: 2020-06-30.

MDAKX performance shows a YTD return of 6.13%. The 1-year return is 13.49% and the 5-year return is 5.28%. MDAKX dividend yield stands at 1.92%, paid annually.

MDAKX top holdings include Vanguard Mega Cap Index ETF (26.9%), Ishares Core U.s. Aggregate (18.6%), Ishares Core Msci Eafe ETF (11.9%), Vanguard Mid-Cap ETF (6.3%), Schwab US Small-cap ETF (5.2%). Go to all MDAKX holdings, MDAKX sectors, or MDAKX dividends.

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