MBERX Mutual Fund (NYLI Balanced Fund Class R6) is managed by New York Life Investments with $62,253.2 in net assets. MBERX expense ratio is 0.73%, holding 192 positions across sectors including Unknown, Information Technology. Inception date: 2017-12-15.

MBERX performance shows a YTD return of 4.70%. The 1-year return is 12.02% and the 5-year return is 9.81%. MBERX dividend yield stands at 2.38%, paid quarterly.

MBERX top holdings include Cisco Systems Inc. - Ordinary Shares (1.4%), Nxp Semiconductors Nv_None_0 (1.1%), Johnson Controls International Plc_None_0 (1.0%), Archer-Daniels-Midland Co. (1.0%), Chubb Ltd. (0.9%). View all MBERX holdings, sector breakdown, or dividend history.

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