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MMIT ETF — Holdings & Analysis

The NYLI MacKay Muni Intermediate ETF (MMIT) is a fixed-income ETF with $1.31 billion in assets under management. It aims to provide current income exempt from federal income tax by investing primarily in investment-grade municipal bonds.

With an expense ratio of 0.40%, MMIT seeks to enhance total return potential through active management, differentiating itself through a focus on after-tax returns and portfolio diversification. Past performance does not guarantee future results.

NYLI MacKay Muni Intermediate ETF (MMIT) ETF — Price, Holdings & Analysis

The NYLI MacKay Muni Intermediate ETF (MMIT) is a fixed-income ETF with $1.31 billion in assets under management. It aims to provide current income exempt from federal income tax by investing primarily in investment-grade municipal bonds. With an expense ratio of 0.40%, MMIT seeks to enhance total return potential through active management, differentiating itself through a focus on after-tax returns and portfolio diversification. Past performance does not guarantee future results.

ETF Overview

The NYLI MacKay Muni Intermediate ETF (MMIT) seeks to provide current income exempt from federal income tax. The Fund seeks to achieve its objective by investing primarily in investment-grade municipal bonds and will also seek to enhance total return potential through its subadvisor’s active management approach.MMIT is Among Our Featured Solutions for Today’s MarketsAim to enhance after-tax returns and portfolio diversification with MMIT.Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat
The NYLI MacKay Muni Intermediate ETF (MMIT) seeks to provide current income exempt from federal income tax by investing primarily in investment-grade municipal bonds. The fund's strategy involves active management to enhance total return potential. With a focus on municipal bonds, MMIT aims to provide investors with tax-advantaged income. The fund's subadvisor actively manages the portfolio to identify opportunities within the municipal bond market. As of the latest data, a significant portion, 100%, of the fund's assets are allocated to Cash & Others, reflecting a potentially defensive positioning or transitional phase. The fund's investment approach is designed to appeal to investors seeking tax-efficient income and diversification within their fixed-income portfolios. Past performance does not guarantee future results.

Risk Metrics

MMIT's risk profile is shaped by its focus on municipal bonds and active management strategy. The fund's beta of 0.72 (3Y) suggests it is less volatile than the overall market. However, the concentration of 100% of its assets in Cash & Others introduces a unique risk factor, as the fund's performance is heavily reliant on cash management strategies. The expense ratio of 0.40% will create a slight drag on performance compared to similar ETFs with lower fees. Investors should carefully consider the fund's sector allocation and active management approach when assessing its overall risk profile. Past performance does not guarantee future results.

Expense Ratio

0.40%

How Is the Fund Allocated?

SectorWeight
Cash & Others100.0%
CountryWeight
Other100.0%

Dividend Yield

0.00%

Risk Metrics

  • Beta: 0.72

Questions & Answers

What is MMIT and what does it track?

The NYLI MacKay Muni Intermediate ETF (MMIT) is a fixed-income ETF managed by NY Life Investments. It aims to provide current income that is exempt from federal income tax.

The fund primarily invests in investment-grade municipal bonds and uses an active management approach to enhance total return potential.

What is the expense ratio for MMIT?

The expense ratio for the NYLI MacKay Muni Intermediate ETF (MMIT) is 0.40%. This means that for every $10,000 invested in the fund, investors will pay $40 in annual fees.

While this is a factor to consider, it's important to weigh the expense ratio against the fund's potential benefits, such as tax-exempt income and active management.

What are the top holdings in MMIT?

As of the latest data, the NYLI MacKay Muni Intermediate ETF (MMIT) has a significant allocation to Cash & Others, representing 100% of its portfolio.

This allocation may reflect a temporary defensive strategy or a transitional phase in the fund's investment approach.

Is MMIT a good long-term investment?

Whether MMIT is a suitable long-term investment depends on an individual's investment goals, risk tolerance, and tax situation. The fund's focus on tax-exempt income may be attractive to investors in higher tax brackets.

With $1.31 billion in AUM and an expense ratio of 0.40%, MMIT offers exposure to the municipal bond market.

How does MMIT compare to similar ETFs?

MMIT distinguishes itself through its active management approach and focus on tax-exempt income. Compared to passively managed municipal bond ETFs, MMIT's active strategy aims to enhance returns. The ETF has $1.31B in AUM.

Its expense ratio of 0.40% may be higher than some passively managed competitors, but the active management component seeks to justify the higher cost.

Does MMIT pay dividends?

According to the latest data, the NYLI MacKay Muni Intermediate ETF (MMIT) has a dividend yield of 0.00%. This indicates that the fund is not currently distributing dividends to its shareholders.

Investors seeking current income may want to consider other municipal bond ETFs with a history of dividend payments. However, MMIT's focus on tax-exempt income may still be attractive to certain investors, even without regular dividend distributions.