MTBIX Mutual Fund

MTBIX Mutual Fund (NYLIM MacKay Tax Free Bond Fund Institutional Class) is managed by New York Life Investments with $7.43B in net assets. MTBIX expense ratio is 0.43%, holding 1059 positions across sectors including Financials, Utilities, Industrials. Inception date: 2009-12-21.

MTBIX performance shows a YTD return of -4.56%. The 1-year return is -3.41% and the 5-year return is -0.28%. MTBIX dividend yield stands at 4.16%, paid monthly.

MTBIX top holdings include County Of Cuyahoga Oh (0.7%), Chicago Board Of Education Dedicated Capital Improvement Tax 6 04/01/2046 (0.7%), Minnesota Muni Gas Agy Gas Pro Mgautl 09/35 Fixed 5 (0.7%), Energy S E Al A Cooperative 07/54 1 (0.6%), California Cmnty Choice Fing A 5.25 01/01/2054 (0.6%). Go to all MTBIX holdings, MTBIX sectors, or MTBIX dividends.

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