MSPIX Mutual Fund

MSPIX Mutual Fund (NYLIM S&P 500 Index Fund Institutional Class) is managed by New York Life Investment Management LLC with $297.7M in net assets. MSPIX expense ratio is 0.26%, holding 509 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1991-01-02.

MSPIX performance shows a YTD return of 9.76%. The 1-year return is 19.25% and the 5-year return is 12.56%. MSPIX dividend yield stands at 1.10%, paid annually.

MSPIX top holdings include Nvidia Corp (7.7%), Apple, Inc (6.3%), Microsoft Corp (4.8%), Amazon.Com Inc (4.1%), Alphabet Inc,class A (3.5%). Go to all MSPIX holdings, MSPIX sectors, or MSPIX dividends.

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