MOECX Mutual Fund

MOECX Mutual Fund (NYLIM Growth ETF Allocation Fund Class C) is managed by New York Life Investment Management LLC with $229,654.6 in net assets. MOECX expense ratio is 1.57%, holding 16 positions across sectors including Financials. Inception date: 2020-06-30.

MOECX performance shows a YTD return of 8.72%. The 1-year return is 17.75% and the 5-year return is 7.16%. MOECX dividend yield stands at 2.31%, paid annually.

MOECX top holdings include Vanguard Mega Cap Index ETF (31.7%), Ishares Core Msci Eafe ETF (15.7%), Schwab US Small-cap ETF (10.4%), Vanguard Mid-Cap ETF (9.2%), Ishares Core S&P Mid-cap ETF (6.9%). Go to all MOECX holdings, MOECX sectors, or MOECX dividends.

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