MWFIX Mutual Fund
MWFIX Mutual Fund
MWFIX Mutual Fund
NYLIM Equity ETF Allocation Fund Class I
MWFIX Mutual Fund Overview
MWFIX Mutual Fund (NYLIM Equity ETF Allocation Fund Class I) is managed by New York Life Investment Management LLC with $174,090.34 in net assets. MWFIX expense ratio is 0.49%, holding 10 positions across sectors including Financials. Inception date: 2020-06-30.
MWFIX performance shows a YTD return of 14.08%. The 1-year return is 21.91% and the 5-year return is 9.22%. MWFIX dividend yield stands at 2.58%, paid annually.
MWFIX 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 MWFIX holdings, MWFIX sectors, or MWFIX dividends.
MWFIX can be compared against other funds. Use MWFIX overlap to find shared positions, or MWFIX vs another fund for a side-by-side view. MWFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.