MIXAX Mutual Fund

MIXAX Mutual Fund (NYLIM Short Term Bond Fund Class A) is managed by New York Life Investment Management LLC with $54.5M in net assets. MIXAX expense ratio is 0.73%, holding 163 positions across sectors including Financials, Information Technology, Utilities. Inception date: 2004-01-02.

MIXAX performance shows a YTD return of 0.90%. The 1-year return is 2.24% and the 5-year return is 1.90%. MIXAX dividend yield stands at 4.02%, paid monthly.

MIXAX top holdings include Us Treasury N/B 4.25% 07/31/2028 (12.4%), Us Treas Nts 4.125% 07/15/29 (11.7%), Jpmorgan U.S. Government Money Market Fund, Class IM (1.4%), Barclays Plc Sr Unsecured 11/28 Var 7.39 (1.3%), Meta Platforms Inc 4.20%, Due 11/15/2030 (1.2%). Go to all MIXAX holdings, MIXAX sectors, or MIXAX dividends.

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