NYLI MacKay High Yield Muni Bond Fund

NEW YORK LIFE INVESTMENTS FUNDS TRUST · 5 share classes

Actively managed U.S. bond fund
One fund, 5 share classes:MMHVXMMHAXMMHDXMMHIXMMHEX
$9.55B NAV
1,385 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

NYLI MacKay High Yield Muni Bond Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Mixed credit
Rate sensitivity
Long duration

Fund profile

As filed in the prospectus · 2026 Q1

The Fund seeks a high level of current income exempt from federal income taxes. The Fund's secondary investment objective is total return.

Strategy · summarised

The fund invests at least 80% of assets in municipal bonds, with day-to-day management delegated to MacKay Shields LLC as subadvisor. The subadvisor intends to hold at least 65% of net assets in medium- to low-quality rated bonds, using bottom-up credit research and macroeconomic analysis to identify mispriced securities and build yield advantage while managing volatility. The fund may invest up to 10% in distressed municipal securities—those in bankruptcy, in default, or rated in the lowest category—and reserves the right to invest less than 65% in medium- to low-quality bonds if the subadvisor determines insufficient supply or for temporary defensive measures. Because security selection depends on the subadvisor's credit judgments and mispricing assessments, fund performance will diverge from the broader municipal bond market.

Expenses
0.58% 1.66%across 5 share classes
Share classExpense ratio
MMHVX0.91%
MMHAX0.88%
MMHDX1.66%
MMHIX0.63%
MMHEX0.58%

Portfolio turnover 28.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.78%
of net assets
Bonds95.16%
Cash & short-term2.95%
Other0.53%
Derivatives0.14%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 59 new43 exited

Largest new: Arkansas Development Finance Authority, Minnesota Municipal Gas Agency, City of Houston TX Hotel Occupancy Tax & Special, Winchester Economic Development Authority, California Community Choice Financing Authority, New York Transportation Development Corp., Black Belt Energy Gas District, New Hampshire Business Finance Authority

Largest exited: Arkansas Development Finance Authority ×2, North Carolina Medical Care Commission, County of King, Colorado Health Facilities Authority, Industrial Development Board of the City of Mobile, New York Transportation Development Corp., California Pollution Control Financing Authority

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+6.86%+14.97%+5.29%5.47%-7.46%
+6.88%+15.05%+5.46%5.55%-7.45%
+6.08%+12.42%+1.45%5.49%-7.56%
+7.14%+15.87%+6.72%5.43%-7.30%
+7.29%+16.16%+7.07%5.54%-7.38%

These classes hold the same portfolio, so the 5.61pp spread over 5 years is the cost difference between them — roughly 1.12pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
4.29%
Avg maturity
21.56 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

6%
floating
Fixed rate85.9%
Zero-coupon or unclassified8.0%
Floating rate6.1%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y1.0%
1-3y1.0%
3-5y2.0%
5-10y6.8%
10y+89.3%
Flagged holdings
Defaulted: 1.73% · $157.14M · 51 positions
In arrears: 0.02% · $2.05M · 2 positions
Paid in kind: none reported

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
7.99 yr
approx. move per 100bp
Credit-spread duration
8.66 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -16.5%
of value
Credit spreads52%
Interest rates48%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+8.66
yrs total
Investment grade+5.19 yr
High yield+3.47 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate7.99 yr total
1 yr30 yr
1 yr0.01 yr0%
5 yr0.18 yr2%
10 yr2.68 yr32%
30 yr5.53 yr66%

3 mo is NEGATIVE (-0.41 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

Credit spread8.66 yr total
3 mo30 yr
3 mo0.00 yr0%
1 yr0.02 yr0%
5 yr0.18 yr2%
10 yr2.75 yr32%
30 yr5.71 yr66%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.41+0.00+0.00$489$954
1 yr+0.01+0.01+0.01$9.5k$7.3k
5 yr+0.18+0.08+0.11$75.8k$100.3k
10 yr+2.68+1.62+1.13$1.55m$1.08m
30 yr+5.53+3.48+2.23$3.32m$2.13m

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Buckeye Tobacco Settlement Financing Authority5.00% · due 2055-06-012.10%$200.53M
Puerto Rico Commonwealth Aqueduct & Sewer Authority5.00% · due 2047-07-011.33%$126.92M
GDB Debt Recovery Authority of Puerto Rico7.50% · due 2040-08-201.29%$123.60M
Public Finance Authority5.75% · due 2065-12-311.22%$116.12M
Commonwealth of Puerto Rico0.00% floating · due 2043-11-011.16%$111.04M
Matching Fund Special Purpose Securitization Corp.5.00% · due 2039-10-011.13%$107.52M
New York Transportation Development Corp.5.50% · due 2054-12-311.05%$100.41M
Puerto Rico Sales Tax Financing Corp.5.00% · due 2058-07-011.05%$100.08M
Metropolitan Washington Airports Authority Dulles Toll Road4.00% · due 2049-10-010.93%$88.56M
Puerto Rico Sales Tax Financing Corp.0.00% · due 2046-07-010.87%$82.79M
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Top 10 positions are 12.13% of net assets, top 25 21.42%, across 486 issuers.

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