ORTCX Mutual Fund

ORTCX Mutual Fund (NYLIM MacKay Oregon Muni Fund Class C) is managed by New York Life Investments with $2.0M in net assets. ORTCX expense ratio is 1.10%, holding 155 positions across sectors including Financials, Utilities, Health Care. Inception date: 1996-04-04.

ORTCX performance shows a YTD return of -4.19%. The 1-year return is -2.91% and the 5-year return is -0.44%. ORTCX dividend yield stands at 2.88%, paid monthly.

ORTCX top holdings include Oregon Health And Science University, Revenue Bonds, Green Series 2021B-1 (3.5%), Oregon State Business Development Commission 3.8 12-01-2040 (2.3%), Oregon St Hsg & Cmnty Svcs Dep Regd B/E 4.00000000 (2.1%), Jackson Cnty Ore Sch Dist No 005 Ashland 5% 5 06/15/2042 (2.0%), Port Of Portland, Series 30-A 5.25% 2044-07-01 (2.0%). Go to all ORTCX holdings, ORTCX sectors, or ORTCX dividends.

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