NYLI MacKay Strategic Muni Allocation FundMTFDX

MUTUAL FUNDNew York Life
Type
Mutual fund
Peer group
Municipal bond
Net assets
$2.6B
Expense ratio
0.74%
1-year return
+4.0%
3 years, a year
+3.6%
5 years, a year
+1.1%
12-month yield
3.00%
Holdings
1,352

What it aims to do.

The Fund seeks current income exempt from regular federal income tax.

Top 10 holdings.

Holding% of fund
Puerto Rico Sales Tax Financing Corp.1.03%
Chicago Board of Education Dedicated Capital Improvement Tax0.88%
Main Street Natural Gas, Inc.0.81%
Metropolitan Transportation Authority0.61%
Kentucky Public Energy Authority0.58%
Minnesota Municipal Gas Agency0.51%
Development Authority of Burke County (The)0.50%
Dreyfus Government Cash Management0.50%
Arkansas Development Finance Authority0.50%
Commonwealth of Puerto Rico0.50%

More on MTFDX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.