Closed-end funds run by New York Life (MainStay)

New York Life (MainStay) runs 2 of the 361 U.S. closed-end funds we cover.

1 invests in tax-free municipal bonds and 1 in utilities and infrastructure.

At 1 of them a large investor is pushing for changes.

Yearly costs run from 2.7% to 2.9%.

2 funds

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Details: the same funds as a table
Yearly cost, borrowing and size of each fund, from its latest reports to the regulator
FundYearly costBorrowingSize
MEGI - NYLI CBRE Global Infrastructure Megatrends Term Fund 2.9% 21% $875 million
MMD - NYLI MacKay DefinedTerm Muni Opportunities Fund 2.7% 36% $308 million

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