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MMCANYLI MacKay California Muni Intermediate ETF

Get income4y track recordRanked #736 of 1,706 in this goal

Seeks current income exempt from federal and California income taxes.

By New York Life Investment Management LLC · Launched 2021

Annual Cost

0.36%

#1,830 of 6,040 · low cost

Fund Size

$90M

#3,202 of 6,040 · mid-size

Return (1Y)

-0.6%

Track Record

4 years

#2,528 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,945-0.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 19.8% of funddiversified

CALIFORNIA COMMUNITY CHOICE FINANCING AUTHORITY (CA)
2.6%
CALIFORNIA COMMUNITY CHOICE FINANCING AUTHORITY (CA)
2.6%
CALIFORNIA ST PUB WKS BRD
2.5%
CALIFORNIA COMMUNITY CHOICE FINANCING AUTHORITY (CA)
2.0%
CALIFORNIA INFRASTRUCTURE & ECONOMIC DEV BK
1.8%
SACRAMENTO COUNTY SANITATION DISTRICT FINANCING AUTHORITY (CA)
1.8%
CALIFORNIA MUNICIPAL FINANCE AUTHORITY (CA)
1.8%
SOUTHERN CALIF PUB PWR AUTH
1.7%
SAN FRANCISCO CITY AND COUNTY AIRPORT COMMISSION (CA)
1.6%
SACRAMENTO (CA), COUNTY OF
1.5%

Asset allocation

Bonds
90.4%
Cash
9.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.8%Low

Year-on-year price swings

Max drawdown
-16.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
-0.17Below average
Sortino (3Y)
-0.23Moderate downside risk

Bond profile

Duration

4.5 years

Avg maturity

10.3 years

Credit ratings

AAA
5.6%
AA
50.7%
A
25.1%
BBB
7.9%
BB
0.8%
Other
9.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income exempt from federal and California income taxes.
Strategy
Invests primarily in municipal bonds, focusing on those exempt from federal and California income taxes, while maintaining a portfolio modified duration of 3 to 8 years. Uses active management to identify mispriced bonds and reduce volatility, considering credit quality and ESG risks.
Inception date
December 21, 2021
Fund family
New York Life Investment Management LLC

Next steps

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Data updated on 2026-09-18