UTAHX Mutual Fund

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 0.85%. The 1-year return is 5.46% and the 5-year return is 0.63%. UTAHX dividend yield stands at 2.78%, paid monthly.

UTAHX 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 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.