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Home › Calculator › MTXVX Dividend Calculator 2026
MainStay Income Builder Fund Class R3 · NASDAQ
Price: $19.06 · Annual div: $0.48/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in MTXVX → $1.0K in 10 years · $21.99/month
This fund's primary objective is to generate consistent income, while also pursuing a fair chance for its capital and earnings to appreciate over the long term. Under normal circumstances, it commits no less than 30% of its net assets to equity holdings and a similar minimum of 30% to fixed-income instruments. However, specific market dynamics, individual security dealings, or operational cash flow considerations may occasionally lead to a temporary reduction below these 30% thresholds for either stocks or bonds. Its debt portfolio is diversified, potentially including both high-quality investment-grade securities and higher-yielding, lower-rated (below investment-grade) bonds of various durations.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold MTXVX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 2.50% | -0.30% | $250 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.13% | -0.67% | $213 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.00% | -0.80% | $200 / yr |
| 🇬🇧 UK ISA | 0% | 2.50% | -0.30% | $250 / yr |
| 🇬🇧 UK Taxable | 8.75% | 2.28% | -0.52% | $228 / yr |
| 🇨🇦 TFSA | 0% | 2.50% | -0.30% | $250 / yr |
| 🇨🇦 CA Taxable | 25% | 1.88% | -0.92% | $188 / yr |
| 🇦🇺 Super (pension) | 15% | 2.13% | -0.67% | $213 / yr |
| 🇦🇺 AU Taxable | 30% | 1.75% | -1.05% | $175 / yr |
| 🇩🇪 DE Taxable | 26.375% | 1.84% | -0.96% | $184 / yr |
| 🇫🇷 FR Taxable | 30% | 1.75% | -1.05% | $175 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.48/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
MTXVX pays quarterly — 4 times per year. Next ex-div: TBD.
How MTXVX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for MTXVX sourced from FMP /financial-growth endpoint — real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the MTXVX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
MainStay Income Builder Fund Class R3 (MTXVX) is currently trading at $19.06, 13% below its 52-week high. The current dividend yield is 2.50% based on an annual payout of $0.48 per share.
MainStay Income Builder Fund Class R3 (MTXVX) is a financial services stock currently trading at $19.06 with a dividend yield of 2.50%. The company pays an annual dividend of $0.48 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, MTXVX has grown its dividend at a compound annual rate of 8.9%.
Auto-generated from live market data. For educational purposes only — not financial advice.
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