MGXSX Mutual Fund
MGXSX Mutual Fund
MGXSX Mutual Fund
NYLIM Equity Allocation Fund Simple Class
MGXSX Mutual Fund Overview
MGXSX Mutual Fund (NYLIM Equity Allocation Fund Simple Class) is managed by New York Life Investment Management LLC with $5.1M in net assets. MGXSX expense ratio is 1.23%, holding 29 positions across various sectors. Inception date: 2020-08-31.
MGXSX performance shows a YTD return of 12.99%. The 1-year return is 18.90% and the 5-year return is 7.06%. MGXSX dividend yield stands at 5.23%, paid annually.
MGXSX top holdings include Iq Candriam Esg US Mid Cap Equity ETF (10.5%), Nyli Us Large Cap R&D Leaders Etf (8.6%), Iq Candriam Esg US Equity ETF Etp USD (8.2%), Nyli Wmc Growth Fund, Class R6 (7.5%), Mainstay Epoch US Small Cap Fund (7.3%). Go to all MGXSX holdings, MGXSX sectors, or MGXSX dividends.
MGXSX can be compared against other funds. Use MGXSX overlap to find shared positions, or MGXSX vs another fund for a side-by-side view. MGXSX alternatives are available via the screener, along with tax-loss harvesting opportunities.