Nasdaq - Delayed Quote USD

NYLI Equity Allocation Investor Class (MGXNX)

17.85 +0.38 (+2.18%)
At close: 8:00 PM EST
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DELL
  • Previous Close 17.47
  • YTD Return 10.96%
  • Expense Ratio 1.10%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 460.93M
  • Beta (5Y Monthly) 1.28
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 23.00%
  • Last Dividend 0.15
  • Inception Date Aug 31, 2020

The fund is a "fund of funds" that seeks to achieve its investment objective by investing in mutual funds and ETFs managed by New York Life Investments or its affiliates. It seeks to achieve its investment objective by normally investing substantially all of its assets in underlying equity funds (normally within a range of 90% to 100%). The fund may invest approximately 25% (within a range of 15% to 35%) of its assets in underlying international equity funds. It may invest up to 10% of its assets in underlying fixed-income funds.

New York Life Investment Management LLC

Fund Family

Allocation--85%+ Equity

Fund Category

460.93M

Net Assets

2020-08-31

Inception Date

Performance Overview: MGXNX

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Trailing returns as of 11/5/2024. Category is Allocation--85%+ Equity.

YTD Return

MGXNX
10.96%
Category
13.38%
?

1-Year Return

MGXNX
27.29%
Category
40.77%
?

3-Year Return

MGXNX
2.69%
Category
13.59%
?

5-Year Return

MGXNX
9.36%
Category
13.52%
?

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Holdings: MGXNX

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Top 10 Holdings (66.65% of Total Assets)

SymbolCompany% Assets
IQSM
NYLI Candriam U.S. Mid Cap Equity ETF 7.11%
APSDX
NYLI Fiera SMID Growth Class R6 7.03%
MOPIX
NYLI WMC Small Companies Class I 7.00%
KLGDX
NYLI WMC Growth Class R6 6.88%
IQSU
NYLI Candriam U.S. Large Cap Equity ETF 6.76%
FCUDX
NYLI PineStone U.S. Equity Class R6 6.71%
MCSDX
NYLI WMC Enduring Capital Class R6 6.66%
EPLDX
NYLI Epoch U.S. Equity Yield Class R6 6.64%
MMPDX
NYLI WMC Value Class R6 6.63%
MCYSX
NYLI Candriam Emerging Markets Eq Cl R6 5.22%

Sector Weightings

Recent News: MGXNX

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Research Reports: MGXNX

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