UTAHX Mutual Fund

UTAHX Mutual Fund (NYLIM MacKay Utah Muni Fund Class Z) is managed by New York Life Investments with $121.3M in net assets. UTAHX expense ratio is 0.78%, holding 163 positions across sectors including Financials, Utilities, Industrials. Inception date: 1992-07-24.

UTAHX performance shows a YTD return of -0.14%. The 1-year return is 4.57% and the 5-year return is 0.68%. UTAHX dividend yield stands at 3.38%, paid monthly.

UTAHX top holdings include Utah St Chrt Sch Fin Auth Chrt Regd B/E Ut Csce 5.00000000 2046-10-15 (1.9%), Utah Hsg Corp -G 6.25% 2055-07-01 (1.8%), Utah Charter School Finance Authority, Series A 5.85 2044-11-15 (1.7%), County Of Weber 5.75 2033-01-15 (1.7%), Utah St Hsg Corp Mf Revenue Utsmfh 09/45 Adjust Oid Var (1.3%). Go to all UTAHX holdings, UTAHX sectors, or UTAHX dividends.

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