MTMIX Mutual Fund

MTMIX Mutual Fund

NAV$9.06
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Fund Essentials - as of Mar 31, 2026

Net Assets
$100M
Expense Ratio
0.35%
Dividend Yield (Current)
4.61%
Holdings
565
Inception Date
Jan 2, 1991
Fund Family
New York Life Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.07%
1 Year+3.21%
3 Year+5.70%
5 Year+0.61%
10 Year+2.32%

Asset Allocation

Bonds: 98.74%
Cash: 1.26%
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Top Holdings

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TickerNameWeight
-Government Of The United States Of America 4.0% 31-Jan-203310.98%
-Logicor Financing Sarl6.10%
-Irs EUR 2.46000 04/01/25-10Y Lch2.96%
-Government Of The United States Of America 3.5% 15-Jan-20291.90%
-Government Of The United States Of America 4.125% 15-Feb-20361.56%
Top 10 Concentration: 28.60%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.61%
Frequency
Monthly
Latest Distribution
$0.35
-

Peer Comparison

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

MTMIX Mutual Fund Overview

MTMIX Mutual Fund (NYLI MacKay Total Return Bond Fund Class I) is managed by New York Life Investments with $99.9M in net assets. MTMIX expense ratio is 0.35%, holding 565 positions across sectors including Industrials. Inception date: 1991-01-02.

MTMIX performance shows a YTD return of -0.07%. The 1-year return is 3.21% and the 5-year return is 0.61%. MTMIX dividend yield stands at 4.61%, paid monthly.

MTMIX top holdings include Government Of The United States Of America 4.0% 31-Jan-2033 (11.0%), Logicor Financing Sarl (6.1%), Irs EUR 2.46000 04/01/25-10Y Lch (3.0%), Government Of The United States Of America 3.5% 15-Jan-2029 (1.9%), Government Of The United States Of America 4.125% 15-Feb-2036 (1.6%). Go to all MTMIX holdings, MTMIX sectors, or MTMIX dividends.

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