MIXMX Mutual Fund

MIXMX Mutual Fund (NYLI Short Term Bond Fund Simple Class) is managed by New York Life Investment Management LLC with $56,378.38 in net assets. MIXMX expense ratio is 1.02%, holding 107 positions across sectors including Financials, Information Technology, Utilities. Inception date: 2020-08-31.

MIXMX performance shows a YTD return of 0.63%. The 1-year return is 2.73% and the 5-year return is 1.50%. MIXMX dividend yield stands at 3.52%, paid monthly.

MIXMX top holdings include Treasury Note (Otr) 3.88 04/15/2029 3.88 2029-04-15 (24.3%), Us Treasury N/B 04/28 3.75 3.75 (17.5%), Barclays Plc Sr Unsecured 11/28 Var 7.39 (1.3%), Meta Platforms Inc 4.20%, Due 11/15/2030 (1.2%), Trafigura Securitisation Finance Plc 5.98% 11/15/2027 (1.2%). Go to all MIXMX holdings, MIXMX sectors, or MIXMX dividends.

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