MNEAX Mutual Fund

MNEAX Mutual Fund (NYLI Conservative ETF Allocation Fund Class A) is managed by New York Life Investment Management LLC with $43.0M in net assets. MNEAX expense ratio is 0.95%, holding 16 positions across sectors including Financials. Inception date: 2020-06-30.

MNEAX performance shows a YTD return of 4.35%. The 1-year return is 10.66% and the 5-year return is 4.11%. MNEAX dividend yield stands at 3.43%, paid quarterly.

MNEAX top holdings include Ishares Core U.s. Aggregate (30.9%), Vanguard Mega Cap Index ETF (18.2%), Ishares Core Msci Eafe ETF (8.5%), Ishares Broad Usd Investment G (7.7%), Ishares Tr Broad Usd High (7.5%). Go to all MNEAX holdings, MNEAX sectors, or MNEAX dividends.

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