MOERX Mutual Fund (NYLI Growth ETF Allocation Fund Class R3) is managed by New York Life Investment Management LLC with $2.3M in net assets. MOERX expense ratio is 1.16%, holding 16 positions across sectors including Financials, Unknown. Inception date: 2020-06-30.

MOERX performance shows a YTD return of 10.39%. The 1-year return is 20.83% and the 5-year return is 8.00%. MOERX dividend yield stands at 1.42%, paid annually.

MOERX top holdings include Vanguard Mega Cap Index ETF (32.8%), Ishares Core Msci Eafe ETF (16.1%), Schwab US Small-cap ETF (10.1%), Vanguard Mid-Cap ETF (9.0%), Ishares Core S&P Mid-cap ETF (5.2%). View all MOERX holdings, sector breakdown, or dividend history.

MOERX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MOERX alternatives are available via the screener, along with tax-loss harvesting opportunities.