UTACX Mutual Fund
UTACX Mutual Fund
NYLI MacKay Utah Muni Fund Class C
UTACX Mutual Fund Overview
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 Other, Financials, Real Estate. Inception date: 1996-05-21.
UTACX performance shows a YTD return of 1.35%. The 1-year return is 5.51% and the 5-year return is 0.34%. UTACX dividend yield stands at 1.59%, paid monthly.
UTACX top holdings include Dreyfus Government Cash Management Fund, Institutional Shares (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%). View all UTACX holdings, sector breakdown, or dividend history.
UTACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UTACX alternatives are available via the screener, along with tax-loss harvesting opportunities.