MOTBX Mutual Fund
MOTBX Mutual Fund
NAV$19.89
AUM$296,373.35
TER2.24%
Holdings140
See how much of MOTBX you already own
MOTBX Mutual Fund
NAV$19.89
NYLI WMC Small Companies Fund Class B
AUM$296,373.35
TER2.24%
Holdings140
See how much of MOTBX you already own
See how much of MOTBX you already own
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MOTBX Mutual Fund Overview
MOTBX Mutual Fund (NYLI WMC Small Companies Fund Class B) is managed by New York Life Investment Management LLC with $296,373.35 in net assets. MOTBX expense ratio is 2.24%, holding 140 positions across various sectors. Inception date: 2004-01-02.
MOTBX performance shows a YTD return of 2.53%. The 1-year return is 4.25% and the 5-year return is 14.32%.
MOTBX top holdings include a diversified portfolio. Go to all MOTBX holdings, MOTBX sectors, or MOTBX dividends.
MOTBX can be compared against other funds. Use MOTBX overlap to find shared positions, or MOTBX vs another fund for a side-by-side view. MOTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.