MSCAX Mutual Fund

MSCAX Mutual Fund (NYLIM MacKay California Muni Fund Class A) is managed by New York Life Investment Management LLC with $470.9M in net assets. MSCAX expense ratio is 0.75%, holding 385 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2013-02-28.

MSCAX performance shows a YTD return of -4.31%. The 1-year return is -2.97% and the 5-year return is -0.35%. MSCAX dividend yield stands at 3.53%, paid monthly.

MSCAX top holdings include California Cmnty Choice Fing A Ccedev 02/36 Fixed 5.25 (1.7%), Sthrn Ca Public Pwr Auth Rev 5%, Due 11/01/2033 (1.6%), California St Muni Fin Auth Mu Casgen 07/41 Fixed Oid 4.05 (1.3%), San Francisco City & County Airport Comm-San Francisco International Airport 5.75 05-01-2048 (1.2%), Univ Of California Ca Revenues Unvhgr 11/41 Fixed 5.25 (1.1%). Go to all MSCAX holdings, MSCAX sectors, or MSCAX dividends.

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