UTACX Mutual Fund

UTACX Mutual Fund (NYLI MacKay Utah Muni Fund Class C) is managed by New York Life Investments with $5.6M in net assets. UTACX expense ratio is 1.10%, holding 150 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1996-05-21.

UTACX performance shows a YTD return of 0.67%. The 1-year return is 5.14% and the 5-year return is -0.11%. UTACX dividend yield stands at 2.80%, paid monthly.

UTACX top holdings include Dreyfus Govt Cash Man Ins (3.1%), Utah Hsg Corp -G 6.25% 2055-07-01 (1.9%), Utah St Chrt Sch Fin Auth Chrt Regd B/E Ut Csce 5.00000000 2046-10-15 (1.9%), Utah Charter School Finance Authority, Series A 5.85 2044-11-15 (1.7%), County Of Weber 5.75 2033-01-15 (1.6%). Go to all UTACX holdings, UTACX sectors, or UTACX dividends.

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