NYLI MacKay DefinedTerm Muni Opps Fund SEC Filings

MMD NYSE

Welcome to our dedicated page for NYLI MacKay DefinedTerm Muni Opps Fund SEC filings (Ticker: MMD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

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07/21/2025 09:49 AM

Filing

[DEF 14A] NYLI MacKay DefinedTerm Muni Opportunities Fund Definitive Proxy Statement

Rhea-AI Summary

The NYLI MacKay DefinedTerm Muni Opportunities Fund (ticker MMD) has issued its 2025 Definitive Proxy Statement for the Annual Meeting on 1 Oct 2025 at 9:00 a.m. ET, 51 Madison Ave., New York.

Agenda: (1) elect two Class I Trustees—Susan B. Kerley and Jacques P. Perold—for three-year terms expiring 2028; (2) transact any other proper business.
Record date: holders of shares on 7 Jul 2025 may vote; quorum is 33⅓ % of outstanding shares.
Board recommendation: vote “FOR” both nominees. All current Trustees are independent; Kerley must tender resignation by 31 Dec 2026 under the Board Service Policy (age 75).
Voting methods: mail, internet, phone or in-person; proxy card enclosed; toll-free help line (888-826-0516).
Auditor: PricewaterhouseCoopers LLP re-appointed; audit fee FY 2025: $95,500 (FY 2024: $92,500); no tax or other fees paid.
Trustee compensation: FY 2025 payments from Fund range $1,477–$1,616; complex-wide up to $420,000.
Ownership: no Trustee or officer owns >1 % of Fund; largest street-name holder (Merrill Lynch) controls 17.35 %.

No changes to investment objectives, advisory contracts or capital structure are proposed. Materials and proxy card are available at https://www.proxy-direct.com/mmd-34610. The Board states that prompt shareholder response will avoid additional solicitation costs.

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FAQ

What is the current stock price of NYLI MacKay DefinedTerm Muni Opps Fund (MMD)?

The current stock price of NYLI MacKay DefinedTerm Muni Opps Fund (MMD) is $14.47 as of July 22, 2025.

What is the market cap of NYLI MacKay DefinedTerm Muni Opps Fund (MMD)?

The market cap of NYLI MacKay DefinedTerm Muni Opps Fund (MMD) is approximately 276.1M.

What is the NYLI MacKay DefinedTerm Muni Opps Fund (MMD)?

The fund is an investment vehicle focused on municipal bonds and fixed income securities, managed by New York Life Investment Management. It is designed to provide stable income with a conservative risk approach.

How does the fund generate revenue?

Revenue is primarily generated through management fees based on the assets under management. The fund focuses on delivering consistent performance rather than aggressive revenue growth.

What type of investments does the fund concentrate on?

The fund concentrates on high-quality municipal bonds and related credit instruments within the fixed income space. It leverages detailed credit analysis and diversified investment strategies.

How is risk managed within the fund?

Risk management is a cornerstone of the fund’s approach. Through rigorous investment research, dynamic allocation strategies, and comprehensive risk monitoring, the fund is structured to minimize potential market volatility.

What distinguishes this fund from other municipal bond funds?

Its specialization in municipal bonds combined with a disciplined, risk-managed approach stands out. The fund leverages deep industry expertise and advanced analytical techniques to navigate market complexities.

Who are the likely investors in this fund?

The fund appeals to investors seeking stable income and capital preservation, including both institutional and retail investors who prefer a conservative, fixed income investment strategy.

What is the investment philosophy behind the fund?

The fund adopts a conservative investment philosophy focused on long-term capital preservation and consistent income. It emphasizes robust credit analysis and careful portfolio construction to achieve its objectives.