MNEVX Mutual Fund

MNEVX Mutual Fund (NYLI Conservative ETF Allocation Fund Simple Class) is managed by New York Life Investment Management LLC with $4.8M in net assets. MNEVX expense ratio is 1.20%, holding 16 positions across sectors including Financials. Inception date: 2020-08-31.

MNEVX performance shows a YTD return of 4.23%. The 1-year return is 10.41% and the 5-year return is 3.86%. MNEVX dividend yield stands at 3.19%, paid quarterly.

MNEVX 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 MNEVX holdings, MNEVX sectors, or MNEVX dividends.

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