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, Financials. Inception date: 1991-01-02.

MSPIX performance shows a YTD return of 12.72%. The 1-year return is 20.07% and the 5-year return is 12.53%. MSPIX dividend yield stands at 1.10%, paid annually.

MSPIX top holdings include Nvidia Corp (7.5%), Apple, Inc (7.0%), Microsoft Corp (5.3%), Amazon.Com Inc (4.1%), Alphabet Inc,class A (3.2%). 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.