MKTRX Mutual Fund

NAV$20.84

Fund Essentials

Net Assets
$1M
Expense Ratio
2.03%
Dividend Yield (Current)
0.91%
Holdings
583
Inception Date
Dec 29, 1987
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+2.50%
1 Year+2.68%
3 Year+5.77%
5 Year+4.42%
10 Year+4.21%

Asset Allocation

Stocks: 62.04%
Bonds: 34.96%
Cash: 2.84%
Other: 0.16%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.91%
Frequency
Monthly
Latest Distribution
$1.17
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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MKTRX Mutual Fund Overview

MKTRX Mutual Fund (NYLI Income Builder Fund Class B) is managed by New York Life Investment Management LLC with $1.2M in net assets. MKTRX expense ratio is 2.03%, holding 583 positions across various sectors. Inception date: 1987-12-29.

MKTRX performance shows a YTD return of 2.50%. The 1-year return is 2.68% and the 5-year return is 4.42%. MKTRX dividend yield stands at 0.91%, paid monthly.

MKTRX top holdings include a diversified portfolio. View all MKTRX holdings, sector breakdown, or dividend history.

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