Morningstar

NYLIM Short Term Bond Class I MIXIX

Medalist Rating as of Aug 31, 2026 See New York Life Investment Management Investment Hub

Strategy

The investment seeks current income consistent with capital preservation. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in debt securities. Under normal circumstances, it invests at least 80% of net assets in investment grade quality bonds of various types as rated by a nationally recognized statistical rating organization ("NRSRO"), or if unrated, judged to be of comparable quality by NYL Investors LLC, the fund's Subadvisor. The fund may invest up to 20% of its net assets in bonds rated below investment grade by a NRSRO, commonly referred to as "high yield" or "junk" bonds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MIXIX	NYLIM Short Term Bond Class I	Institutional	Open			Jan 2, 1991	$24.07M	0.400%	Below Average	$1M	−$9.00M
MIXAX	NYLIM Short Term Bond Class A	Front Load	Open			Jan 2, 2004	$57.29M	0.730%	Low	$15,000	$787,195.67
MIXNX	NYLIM Short Term Bond Investor Class	Front Load	Open			Feb 28, 2008	$1.56M	0.920%	Above Average	$1,000	−$274,017.86
MIXMX	NYLIM Short Term Bond SIMPLE Class	Level Load	Open			Aug 31, 2020	$27,745.00	1.020%	Low	$1,000	−$3,000.02

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