UTAHX Mutual Fund
UTAHX Mutual Fund
NYLI MacKay Utah Muni Fund Class Z
UTAHX Mutual Fund Overview
UTAHX Mutual Fund (NYLI 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 150 positions across sectors including Financials, Real Estate, Industrials. Inception date: 1992-07-24.
UTAHX performance shows a YTD return of 1.42%. The 1-year return is 5.43% and the 5-year return is 1.11%. UTAHX dividend yield stands at 2.42%, paid monthly.
UTAHX top holdings include Dreyfus Government Cash Management Fund, Institutional Shares (3.1%), 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 (1.9%), 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 UTAHX holdings, sector breakdown, or dividend history.
UTAHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UTAHX alternatives are available via the screener, along with tax-loss harvesting opportunities.