MTBAX – Fund Analysis – NYLI MacKay Tax Free Bond Class A | Morningstar

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Will MTBAX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MTBAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the MTBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of MTBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Seasoned muni managers and a prudent approach.

Senior Analyst Paul Olmsted

Paul Olmsted

Senior Analyst

Summary

MainStay MacKay Tax Free Bond's stable, veteran municipal investment team plies a durable, time-tested approach to make this a top offering among its rivals.

by Paul Olmsted

Rated on Aug 27, 2024 Published on Aug 27, 2024

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