UTACX Mutual Fund

UTACX Mutual Fund (NYLIM MacKay Utah Muni Fund Class C) is managed by New York Life Investments with $5.6M in net assets. UTACX expense ratio is 1.10%, holding 163 positions across sectors including Financials, Utilities, Industrials. Inception date: 1996-05-21.

UTACX performance shows a YTD return of -3.96%. The 1-year return is -2.41% and the 5-year return is -0.05%. UTACX dividend yield stands at 3.52%, paid monthly.

UTACX top holdings include Utah St Chrt Sch Fin Auth Chrt Regd B/E Ut Csce 5.00000000 2046-10-15 (1.9%), Utah Hsg Corp -G 6.25% 2055-07-01 (1.8%), Utah Charter School Finance Authority, Series A 5.85 2044-11-15 (1.7%), County Of Weber 5.75 2033-01-15 (1.7%), Utah St Hsg Corp Mf Revenue Utsmfh 09/45 Adjust Oid Var (1.3%). Go to all UTACX holdings, UTACX sectors, or UTACX dividends.

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