MLMAX Mutual Fund

MLMAX Mutual Fund (MSIF Global Core Portfolio - Class A) is managed by Morgan Stanley Investment Management. MLMAX expense ratio is 1.35%, holding 42 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2016-05-27.

MLMAX performance shows a YTD return of 5.62%. The 1-year return is 15.14% and the 5-year return is 9.82%. MLMAX dividend yield stands at 2.14%, paid annually.

MLMAX top holdings include Alphabet Inc. C (8.3%), Nvidia Corp. (7.3%), Taiwan Semiconductor - Adr (6.9%), Apple, Inc (6.1%), Banco Santander Sa(san) (5.3%). Go to all MLMAX holdings, MLMAX sectors, or MLMAX dividends.

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