MTOIX Mutual Fund

MTOIX Mutual Fund (NYLIM Income Builder Fund Class I) is managed by New York Life Investment Management LLC with $277.4M in net assets. MTOIX expense ratio is 0.77%, holding 643 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2004-01-02.

MTOIX performance shows a YTD return of 15.07%. The 1-year return is 21.15% and the 5-year return is 7.71%. MTOIX dividend yield stands at 2.64%, paid monthly.

MTOIX top holdings include Us Treas Nts 4.375% 07/31/33 (2.6%), Treasury Bond (Otr) 55/15/2046 (1.6%), Hewlett Packard Enterprise Co (1.4%), Microsoft Corp (1.4%), Cisco Systems Inc. - Ordinary Shares (1.4%). Go to all MTOIX holdings, MTOIX sectors, or MTOIX dividends.

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