MSTAX Mutual Fund

MSTAX Mutual Fund (NYLIM MacKay Short Term Muni Fund Class A) is managed by New York Life Investment Management LLC with $204.0M in net assets. MSTAX expense ratio is 0.67%, holding 457 positions across sectors including Financials, Utilities, Health Care. Inception date: 2004-01-02.

MSTAX performance shows a YTD return of -1.55%. The 1-year return is -1.14% and the 5-year return is 1.11%. MSTAX dividend yield stands at 3.02%, paid monthly.

MSTAX top holdings include Nyc 5.000 08/01/31 5 2031-08-01 (2.3%), Southeast Energy Auth Coop Dis 5% Oct 01, 2030 (1.9%), San Antonio Water System, Series A 05/01/2054 (1.8%), Ccedev 4.000 10/01/52 (1.5%), New Hampshire Business Finance Authority, Series PS-1, Class B (1.3%). Go to all MSTAX holdings, MSTAX sectors, or MSTAX dividends.

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