MWFIX Mutual Fund (NYLI Equity ETF Allocation Fund Class I) is managed by New York Life Investment Management LLC with $174,090.34 in net assets. MWFIX expense ratio is 0.58%, holding 11 positions across sectors including Financials, Unknown. Inception date: 2020-06-30.

MWFIX performance shows a YTD return of 12.90%. The 1-year return is 25.64% and the 5-year return is 9.61%. MWFIX dividend yield stands at 2.61%, paid annually.

MWFIX 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 MWFIX holdings, sector breakdown, or dividend history.

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