MYTBX – NYLIM MacKay Short Term Muni Investor Cl Investment Strategy | Morningstar

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Strategy

The investment seeks current income exempt from regular federal income tax. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in municipal debt securities. It invests in an actively managed, diversified portfolio of tax-exempt municipal debt securities. The fund invests in investment grade securities. It may also invest up to 10% of its net assets in taxable municipal debt securities. Normally, the fund will have a dollar-weighted average maturity of three years or less.

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
MSTIX	NYLIM MacKay Short Term Muni Class I	Institutional	Open			Jan 2, 1991	$907.50M	0.400%	Average	$1M	$193.55M
MSTAX	NYLIM MacKay Short Term Muni Class A	Front Load	Open			Jan 2, 2004	$286.16M	0.670%	Above Average	$15,000	$33.80M
MYTBX	NYLIM MacKay Short Term Muni Investor Class	Front Load	Open			Feb 28, 2008	$1.43M	0.990%	High	$1,000	−$294,305.86
MSTUX	NYLIM MacKay Short Term Muni Class A2	Front Load	Open			Sep 30, 2020	$75.83M	0.670%	Above Average	$15,000	$24.62M
MSTEX	NYLIM MacKay Short Term Muni Class R6	Retirement, Large	Open			May 2, 2022	$73.47M	0.390%	Above Average	$0	$16.80M

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