MCCVX Mutual Fund

MCCVX Mutual Fund (NYLIM MacKay Convertible Fund Class C) is managed by New York Life Investment Management LLC with $28.5M in net assets. MCCVX expense ratio is 1.91%, holding 113 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 1998-09-01.

MCCVX performance shows a YTD return of 14.62%. The 1-year return is 19.35% and the 5-year return is 6.42%. MCCVX dividend yield stands at 1.28%.

MCCVX top holdings include Mainstay US Government Liquidity Fund (6.9%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser A (3.0%), Welltower Op Llc Conv. Note (2.8%), Western Digital Corporation 3% Nov 15, 2028 (2.5%), Lumentum Holdings, Inc., Convertible 0.5% 06/15/2028 (2.1%). Go to all MCCVX holdings, MCCVX sectors, or MCCVX dividends.

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