MOEVX Mutual Fund

MOEVX Mutual Fund (NYLI Growth ETF Allocation Fund Simple Class) is managed by New York Life Investment Management LLC with $21.2M in net assets. MOEVX expense ratio is 1.07%, holding 16 positions across sectors including Financials. Inception date: 2020-08-31.

MOEVX performance shows a YTD return of 9.05%. The 1-year return is 18.41% and the 5-year return is 7.70%. MOEVX dividend yield stands at 2.90%, paid annually.

MOEVX top holdings include Vanguard Mega Cap Index ETF (32.8%), Ishares Core Msci Eafe ETF (16.1%), Schwab US Small-cap ETF (10.1%), Vanguard Mid-Cap ETF (9.0%), Ishares Core S&P Mid-cap ETF (5.2%). Go to all MOEVX holdings, MOEVX sectors, or MOEVX dividends.

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