MGVNX Mutual Fund

MGVNX Mutual Fund

NAV$7.47

Fund Essentials - as of Jan 31, 2026

Net Assets
$13M
Expense Ratio
1.11%
Dividend Yield (Current)
3.94%
Holdings
461
Inception Date
Feb 28, 2008
Fund Family
New York Life Investment Management LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.17%
1 Year+2.78%
3 Year+4.06%
5 Year+0.05%
10 Year+1.26%

Asset Allocation

Bonds: 96.48%
Cash: 1.89%
Other: 1.62%

Top Holdings

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TickerNameWeight
CA CAS 7.6 11/01/204State Of California 7.600% 11/01/20402.41%
DGCXXDreyfus Government Cash Management Fund, Institutional Shares1.88%
-Commonspirit Health 4.83 09/01/20351.60%
-Ma Ed Fin 6.166% 07/01/501.57%
-Main Street Energ 5 12/331.36%
Top 10 Concentration: 14.24%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
3.94%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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MGVNX Mutual Fund Overview

MGVNX Mutual Fund (NYLI MacKay US Infrastructure Bond Fund Investor Class) is managed by New York Life Investment Management LLC with $13.1M in net assets. MGVNX expense ratio is 1.11%, holding 461 positions across sectors including Financials, Industrials, Real Estate. Inception date: 2008-02-28.

MGVNX performance shows a YTD return of -0.17%. The 1-year return is 2.78% and the 5-year return is 0.05%. MGVNX dividend yield stands at 3.94%, paid monthly.

MGVNX top holdings include State Of California 7.600% 11/01/2040 (2.4%), Dreyfus Government Cash Management Fund, Institutional Shares (1.9%), Commonspirit Health 4.83 09/01/2035 (1.6%), Ma Ed Fin 6.166% 07/01/50 (1.6%), Main Street Energ 5 12/33 (1.4%). View all MGVNX holdings, sector breakdown, or dividend history.

MGVNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MGVNX alternatives are available via the screener, along with tax-loss harvesting opportunities.