AZTAX Mutual Fund

AZTAX Mutual Fund (NYLIM MacKay Arizona Muni Fund Class A) is managed by New York Life Investments. AZTAX expense ratio is 0.80%, holding 105 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2024-07-22.

AZTAX performance shows a YTD return of -4.03%. The 1-year return is -2.50%. AZTAX dividend yield stands at 3.15%, paid monthly.

AZTAX top holdings include Arizona Industrial Development Authority (2.7%), Maricopa County Pollution Control Corp., Series A 3.6% 2040-02-01 (2.4%), Salt Verde Financial Corporation, Arizona, Senior Gas Revenue Bonds, Citigroup Energy Inc Prepay Contract Obligations, Series 2007 (2.4%), City Of Peoria 2% 2036-07-15 (2.0%), Phoenix Az Indl D V/R 02/01/59 (1.9%). Go to all AZTAX holdings, AZTAX sectors, or AZTAX dividends.

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