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MMSDNYLI MacKay Muni Short Duration ETF

Get income1y track recordRanked #828 of 1,706 in this goal

Seeks current income exempt from regular federal income tax.

By New York Life Investment Management LLC · Launched 2025

Annual Cost

0.25%

#1,172 of 6,040 · low cost

Fund Size

$83M

#3,255 of 6,040 · mid-size

Return (1Y)

+1.1%

Track Record

1 year

#4,299 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,116+1.2%

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 = 17.4% of funddiversified

PINGREE GROVE ILL SPL SVC AREAS NO 2 & 7
2.0%
PHOENIX CITY INDUSTRIAL DEVELOPMENT AUTHORITY (THE) (AZ)
1.9%
CALIFORNIA HEALTH FACILITIES FINANCING AUTHORITY (CA)
1.9%
BUCKEYE TOBACCO SETTLEMENT FINANCING AUTHORITY (OH)
1.7%
NEW YORK CITY HOUSING DEVELOPMENT CORP (NY)
1.6%
NEW YORK STATE ELECTRIC & GAS CORP
1.6%
RESIDENTIAL CARE FACILITIES FOR THE ELDERLY AUTHORITY OF FULTON COUNTY (GA)
1.6%
ATLANTA GA URBAN RESIDENTIAL FIN AUTH
1.6%
PISCATAWAY TWP N J
1.6%
MICHIGAN FIN AUTH
1.6%

Asset allocation

Bonds
96.2%
Cash
3.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.0%Low

Year-on-year price swings

Max drawdown
-1.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.5 years

Avg maturity

10.2 years

Credit ratings

AAA
7.6%
AA
41.1%
A
23.9%
BBB
13.7%
BB
2.6%
Other
11.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income exempt from regular federal income tax.
Strategy
Invests primarily in municipal debt securities, maintaining a dollar-weighted average duration of 1 to 3 years. Targets investment-grade Municipal Bonds, with up to 20% in high-yield securities, while considering ESG risks in the investment process.
Inception date
May 5, 2025
Fund family
New York Life Investment Management LLC

Next steps

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Data updated on 2026-09-18