MWFAX Mutual Fund

MWFAX Mutual Fund (NYLI 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 0.82%, holding 11 positions across sectors including Financials. Inception date: 2020-06-30.

MWFAX performance shows a YTD return of 11.21%. The 1-year return is 22.31% and the 5-year return is 8.89%. MWFAX dividend yield stands at 2.49%, paid annually.

MWFAX top holdings include Vanguard Mega Cap Index ETF (42.5%), Ishares Core Msci Eafe ETF (19.8%), Schwab US Small-cap ETF (14.7%), Vanguard Mid-Cap ETF (8.8%), Ishares Core S&P Mid-cap ETF (5.2%). 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.