MWFAX Mutual Fund

MWFAX Mutual Fund (NYLIM Equity ETF Allocation Fund Class A) is managed by New York Life Investment Management LLC with $82.0M in net assets. MWFAX expense ratio is 0.74%, holding 10 positions across sectors including Financials. Inception date: 2020-06-30.

MWFAX performance shows a YTD return of 13.90%. The 1-year return is 21.55% and the 5-year return is 8.95%. MWFAX dividend yield stands at 2.43%, paid annually.

MWFAX top holdings include Vanguard Mega Cap Index ETF (40.8%), Ishares Core Msci Eafe ETF (20.1%), Schwab US Small-cap ETF (14.7%), Vanguard Mid-Cap ETF (8.8%), Ishares Core S&P Mid-cap ETF (6.8%). Go to all MWFAX holdings, MWFAX sectors, or MWFAX dividends.

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