MWFIX Mutual Fund

MWFIX Mutual Fund (NYLI 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 0.58%, holding 11 positions across sectors including Financials. Inception date: 2020-06-30.

MWFIX performance shows a YTD return of 11.32%. The 1-year return is 22.62% and the 5-year return is 9.17%. MWFIX dividend yield stands at 2.65%, paid annually.

MWFIX 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 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.