MGDSX Mutual Fund
MGDSX Mutual Fund
MGDSX Mutual Fund
NYLI Growth Allocation Fund Simple Class
MGDSX Mutual Fund Overview
MGDSX Mutual Fund (NYLI Growth Allocation Fund Simple Class) is managed by New York Life Investment Management LLC with $8.1M in net assets. MGDSX expense ratio is 1.17%, holding 35 positions across various sectors. Inception date: 2020-08-31.
MGDSX performance shows a YTD return of 8.92%. The 1-year return is 16.94% and the 5-year return is 6.36%. MGDSX dividend yield stands at 4.34%, paid annually.
MGDSX top holdings include Mainstay US Government Liquidity Fund (10.3%), Iq Candriam Esg US Mid Cap Equity ETF (6.0%), Mainstay Epoch US Small Cap Fund (5.8%), Nyli Wmc Growth Fund, Class R6 (5.6%), Mainstay WMC Value Fund, Class R6 (5.2%). Go to all MGDSX holdings, MGDSX sectors, or MGDSX dividends.
MGDSX can be compared against other funds. Use MGDSX overlap to find shared positions, or MGDSX vs another fund for a side-by-side view. MGDSX alternatives are available via the screener, along with tax-loss harvesting opportunities.