MWFCX Mutual Fund
MWFCX Mutual Fund
NYLI Equity ETF Allocation Fund Class C
MWFCX Mutual Fund Overview
MWFCX Mutual Fund (NYLI Equity ETF Allocation Fund Class C) is managed by New York Life Investment Management LLC with $190,929.98 in net assets. MWFCX expense ratio is 1.58%, holding 11 positions across sectors including Financials, Unknown. Inception date: 2020-06-30.
MWFCX performance shows a YTD return of 12.30%. The 1-year return is 24.34% and the 5-year return is 8.52%. MWFCX dividend yield stands at 1.73%, paid annually.
MWFCX top holdings include Vanguard Mega Cap Index ETF (42.5%), Ishares Core Msci Eafe ETF (19.8%), Schwab US Small-cap ETF (14.7%), Vanguard Mid-Cap ETF (8.8%), Ishares Core S&P Mid-cap ETF (5.2%). View all MWFCX holdings, sector breakdown, or dividend history.
MWFCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MWFCX alternatives are available via the screener, along with tax-loss harvesting opportunities.