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Nasdaq - Delayed Quote USD
NYLI WMC Small Companies Class B (MOTBX)
20.51
+0.05
+(0.24%)
At close: February 20 at 8:01:20 PM EST
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- Previous Close
20.46 - YTD Return 3.50%
- Expense Ratio 2.24%
- Category Small Blend
- Last Cap Gain -39.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 285.26M
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 86.00%
- Last Dividend 0.22
- Inception Date Jan 2, 2004
The fund invests, under normal circumstances, at least 80% of its assets (net assets plus any borrowings for investment purposes) in the securities of U.S. companies with market capitalizations at the time of investment that are similar to the market capitalizations of companies within the collective range of the Russell 2000® Index and Russell Microcap Index. It may also invest up to 10% of its net assets in securities of foreign issuers.
New York Life Investment Management LLC
Fund Family
Small Blend
Fund Category
285.26M
Net Assets
2004-01-02
Inception Date
Performance Overview: MOTBX
View MoreTrailing returns as of 2/18/2025. Category is Small Blend.
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16.16
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Holdings: MOTBX
View MoreSector Weightings
SectorMOTBX
Technology 19.33%
Financial Services 15.53%
Healthcare 15.42%
Industrials 14.41%
Consumer Defensive 8.03%
Energy 6.21%
Real Estate 6.06%
Consumer Cyclical 5.90%
Communication Services 3.87%
Utilities 2.76%
Basic Materials 2.50%
Recent News: MOTBX
View MoreResearch Reports: MOTBX
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