MSXAX Mutual Fund

MSXAX Mutual Fund (NYLIM S&P 500 Index Fund Class A) is managed by New York Life Investment Management LLC with $1.16B in net assets. MSXAX expense ratio is 0.51%, holding 509 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2004-01-02.

MSXAX performance shows a YTD return of 9.60%. The 1-year return is 18.95% and the 5-year return is 12.28%. MSXAX dividend yield stands at 0.94%, paid annually.

MSXAX 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 MSXAX holdings, MSXAX sectors, or MSXAX dividends.

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