AZTFX – NYLIM MacKay Arizona Muni Class Z Investment Strategy | Morningstar

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Strategy

The investment seeks current income exempt from federal and Arizona income taxes. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in municipal bonds, whose interest is, in the opinion of bond counsel for the issuers at the time of issuance, exempt from federal and Arizona income taxes. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AZTFX	NYLIM MacKay Arizona Muni Class Z	Institutional	Open			Mar 13, 1986	$83.11M	0.700%	High	$1,000	−$18.22M
AZTYX	NYLIM MacKay Arizona Muni Class I	Institutional	Open			Apr 1, 1996	$31.83M	0.550%	Above Average	$1M	$617,972.77
AZTAX	NYLIM MacKay Arizona Muni Class A	Front Load	Open			Jul 22, 2024	$12.36M	0.800%	Above Average	$15,000	$9.80M
AZTCX	NYLIM MacKay Arizona Muni Class C	Level Load	Open			Apr 1, 1996	$902,809.00	1.100%	Low	$2,500	−$3,904.07

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