MWFVX Mutual Fund
MWFVX Mutual Fund
MWFVX Mutual Fund
NYLI Equity ETF Allocation Fund Simple Class
MWFVX Mutual Fund Overview
MWFVX Mutual Fund (NYLI Equity ETF Allocation Fund Simple Class) is managed by New York Life Investment Management LLC with $16.1M in net assets. MWFVX expense ratio is 1.08%, holding 11 positions across sectors including Financials. Inception date: 2020-08-31.
MWFVX performance shows a YTD return of 10.96%. The 1-year return is 21.91% and the 5-year return is 8.62%. MWFVX dividend yield stands at 2.32%, paid annually.
MWFVX 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 MWFVX holdings, MWFVX sectors, or MWFVX dividends.
MWFVX can be compared against other funds. Use MWFVX overlap to find shared positions, or MWFVX vs another fund for a side-by-side view. MWFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.