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Nasdaq - Delayed Quote USD

NYLI Floating Rate Class I (MXFIX)

8.63
-0.05
(-0.58%)
At close: 8:01:41 PM EDT
Loading Chart for MXFIX
  • Previous Close 8.68
  • YTD Return 0.29%
  • Expense Ratio 0.71%
  • Category Bank Loan
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.61B
  • Beta (5Y Monthly) 0.20
  • Yield 7.94%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.16
  • Inception Date Feb 28, 2008

The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a portfolio of floating rate loans and other floating rate debt securities. When the fund's Subadvisor believes that market or economic conditions are unfavorable to investors, up to 100% of the fund's assets may be invested in money market or short-term debt securities. The fund may invest up to 25% of its total assets in foreign securities which are generally U.S. dollar-denominated loans and other debt securities issued by one or more non-U.S. borrower(s) without a U.S. domiciled co-borrower.

New York Life Investment Management LLC

Fund Family

Bank Loan

Fund Category

1.61B

Net Assets

2008-02-28

Inception Date

Performance Overview: MXFIX

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Trailing returns as of 4/4/2025. Category is Bank Loan.

YTD Return

MXFIX
0.29%
Category
2.87%
 

1-Year Return

MXFIX
6.42%
Category
10.15%
 

3-Year Return

MXFIX
6.67%
Category
3.23%
 

5-Year Return

MXFIX
7.76%
Category
3.90%
 

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Holdings: MXFIX

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Sector Weightings

SectorMXFIX
Industrials   77.30%
Technology   12.89%
Healthcare   2.24%
Energy   0.76%
Utilities   0.50%
Real Estate   0.18%

Recent News: MXFIX

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Research Reports: MXFIX

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