MSTIX Mutual Fund

MSTIX Mutual Fund

NAV$9.29
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Fund Essentials - as of Oct 31, 2025

Net Assets
$446M
Expense Ratio
0.40%
Dividend Yield (Current)
2.46%
Holdings
393
Inception Date
Jan 2, 1991
Fund Family
New York Life Investment Management LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.10%
1 Year+2.83%
3 Year+3.03%
5 Year+1.25%
10 Year+1.45%

Asset Allocation

Bonds: 97.54%
Cash: 1.57%
Other: 0.88%
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Top Holdings

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TickerNameWeight
-Southcentral Gen-A 5.0 6/2.13%
PA PASTRN 5 12/01/20Pennsylvania Turnpike Commission 5.0% 12/01/20421.77%
DGCXXDreyfus Govt Cash Man Ins1.60%
NY NYCMFH 5.46 12/15New York City Housing Development Corp., Class A1.43%
-Matching Fund Spl Purpose Securitiztn Corp 10/01/20261.39%
Top 10 Concentration: 13.76%Report Date: Oct 31, 2025
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Dividend Summary

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Dividend Yield (Current)
2.46%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MSTIX Mutual Fund Overview

MSTIX Mutual Fund (NYLI MacKay Short Term Muni Fund Class I) is managed by New York Life Investment Management LLC with $446.2M in net assets. MSTIX expense ratio is 0.40%, holding 393 positions across sectors including Financials, Utilities, Industrials. Inception date: 1991-01-02.

MSTIX performance shows a YTD return of 0.10%. The 1-year return is 2.83% and the 5-year return is 1.25%. MSTIX dividend yield stands at 2.46%, paid monthly.

MSTIX top holdings include Southcentral Gen-A 5.0 6/ (2.1%), Pennsylvania Turnpike Commission 5.0% 12/01/2042 (1.8%), Dreyfus Govt Cash Man Ins (1.6%), New York City Housing Development Corp., Class A (1.4%), Matching Fund Spl Purpose Securitiztn Corp 10/01/2026 (1.4%). Go to all MSTIX holdings, MSTIX sectors, or MSTIX dividends.

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