MWFVX Mutual Fund (NYLI Equity ETF Allocation Fund Simple Class) is managed by New York Life Investment Management LLC with $16.1M in net assets. MWFVX expense ratio is 1.08%, holding 11 positions across sectors including Financials, Unknown. Inception date: 2020-08-31.

MWFVX performance shows a YTD return of 12.59%. The 1-year return is 24.98% and the 5-year return is 9.07%. MWFVX dividend yield stands at 2.29%, paid annually.

MWFVX 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 MWFVX holdings, sector breakdown, or dividend history.

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