MMPDX Mutual Fund

MMPDX Mutual Fund (NYLIM WMC Value Fund Class R6) is managed by New York Life Investment Management LLC with $235.3M in net assets. MMPDX expense ratio is 0.70%, holding 65 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2021-04-26.

MMPDX performance shows a YTD return of 11.89%. The 1-year return is 22.96% and the 5-year return is 9.92%. MMPDX dividend yield stands at 6.45%, paid annually.

MMPDX top holdings include Microsoft Corp (5.5%), Jpmorgan Chase (3.5%), Johnson & Johnson - Common (2.9%), Merck & Company Inc (2.6%), Cisco Systems Inc. - Ordinary Shares (2.3%). Go to all MMPDX holdings, MMPDX sectors, or MMPDX dividends.

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