MOEVX Mutual Fund
MOEVX Mutual Fund
NYLI Growth ETF Allocation Fund Simple Class
MOEVX Mutual Fund Overview
MOEVX Mutual Fund (NYLI Growth ETF Allocation Fund Simple Class) is managed by New York Life Investment Management LLC with $21.2M in net assets. MOEVX expense ratio is 1.07%, holding 16 positions across sectors including Financials, Unknown. Inception date: 2020-08-31.
MOEVX performance shows a YTD return of 10.38%. The 1-year return is 20.91% and the 5-year return is 8.10%. MOEVX dividend yield stands at 1.50%, paid annually.
MOEVX 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 MOEVX holdings, sector breakdown, or dividend history.
MOEVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MOEVX alternatives are available via the screener, along with tax-loss harvesting opportunities.