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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
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Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Fund seeks total return, while incorporating the Subadvisor's ESG investment strategy. The Fund, under normal circumstances, invests at least 80% of its assets in bonds, which include all types of debt securities, that meet the Subadvisor's environmental, social, and corporate governance (ESG) criteria.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Plus Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name New York Life Investments
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
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-14.45%
7.16%
4.18%
2.78%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
2.59%
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1.65%
2.30%
--
--
--
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-14.83%
7.71%
2.67%
2.49%
-9.55%
22.10%
12.22%
4.64%
-27.30%
6.09%
7.95%
2.04%
-0.45%
8.62%
6.25%
-1.42%
-12.76%
6.10%
1.94%
2.78%
As of March 22, 2025.

Asset Allocation

As of February 28, 2025.
Type % Net
Cash -0.07%
Stock 0.18%
Bond 99.88%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks total return, while incorporating the Subadvisor's ESG investment strategy. The Fund, under normal circumstances, invests at least 80% of its assets in bonds, which include all types of debt securities, that meet the Subadvisor's environmental, social, and corporate governance (ESG) criteria.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Core Plus Bond Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Core Bond Funds
Fund Owner Firm Name New York Life Investments
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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