MIXAX Mutual Fund

MIXAX Mutual Fund (NYLIM Short Term Bond Fund Class A) is managed by New York Life Investment Management LLC with $54.5M in net assets. MIXAX expense ratio is 0.73%, holding 163 positions across sectors including Financials, Information Technology, Energy. Inception date: 2004-01-02.

MIXAX performance shows a YTD return of 0.25%. The 1-year return is 1.24% and the 5-year return is 1.90%. MIXAX dividend yield stands at 4.08%, paid monthly.

MIXAX top holdings include Us Treas Nts 4.125% 07/15/29 (12.6%), Us Treasury N/B 4.25% 07/31/2028 (9.2%), Barclays Plc Sr Unsecured 11/28 Var 7.39 (1.2%), Meta Platforms Inc 4.2% Nov 15, 2030 (1.2%), Jpmorgan Chase & Co 4.255 10/22/2031 (1.2%). Go to all MIXAX holdings, MIXAX sectors, or MIXAX dividends.

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