MWFQX Mutual Fund

MWFQX Mutual Fund (NYLI Equity ETF Allocation Fund Class R3) is managed by New York Life Investment Management LLC with $2.3M in net assets. MWFQX expense ratio is 1.17%, holding 11 positions across sectors including Financials. Inception date: 2020-06-30.

MWFQX performance shows a YTD return of 10.90%. The 1-year return is 21.85% and the 5-year return is 8.51%. MWFQX dividend yield stands at 2.22%, paid annually.

MWFQX 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 MWFQX holdings, MWFQX sectors, or MWFQX dividends.

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