MDARX Mutual Fund

MDARX Mutual Fund (NYLIM Moderate ETF Allocation Fund Class R3) is managed by New York Life Investment Management LLC with $3.7M in net assets. MDARX expense ratio is 1.12%, holding 16 positions across sectors including Financials. Inception date: 2020-06-30.

MDARX performance shows a YTD return of 6.33%. The 1-year return is 13.98% and the 5-year return is 5.77%. MDARX dividend yield stands at 3.19%, paid annually.

MDARX 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 MDARX holdings, MDARX sectors, or MDARX dividends.

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