MWFCX Mutual Fund

MWFCX Mutual Fund (NYLI Equity ETF Allocation Fund Class C) is managed by New York Life Investment Management LLC with $190,929.98 in net assets. MWFCX expense ratio is 1.58%, holding 11 positions across sectors including Financials. Inception date: 2020-06-30.

MWFCX performance shows a YTD return of 10.67%. The 1-year return is 21.35% and the 5-year return is 8.07%. MWFCX dividend yield stands at 1.76%, paid annually.

MWFCX 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 MWFCX holdings, MWFCX sectors, or MWFCX dividends.

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