MGXSX Mutual Fund
MGXSX Mutual Fund
MGXSX Mutual Fund
NYLI Equity Allocation Fund Simple Class
MGXSX Mutual Fund Overview
MGXSX Mutual Fund (NYLI 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 28 positions across various sectors. Inception date: 2020-08-31.
MGXSX performance shows a YTD return of 10.53%. The 1-year return is 19.72% and the 5-year return is 7.09%. MGXSX dividend yield stands at 5.35%, paid annually.
MGXSX top holdings include Mainstay Epoch US Small Cap Fund (8.1%), Iq Candriam Esg US Mid Cap Equity ETF (8.0%), Nyli Wmc Growth Fund, Class R6 (7.5%), Mainstay Fiera Smid Growth Fund, Class R6 (6.7%), Iq Winslow Large Cap Growth Etf (6.6%). 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.