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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.46% -0.06% 60.16M 796.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.40% 50.00% 47.05M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal circumstances, the Fund invests at least 80% of its net assets in large capitalization companies. The Fund seeks to invest in companies that have the potential for above-average future earnings and cash flow growth with management focused on shareholder value.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name New York Life Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
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Peer Group Rtn. (NAV)
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--
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--
--
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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
--
--
--
--
--
38.39%
37.49%
15.81%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
--
--
13.23%
-39.18%
45.21%
25.96%
19.18%
--
--
--
--
-23.93%
28.32%
18.77%
5.24%
--
--
--
--
-31.53%
45.19%
34.01%
16.33%
--
--
--
--
-30.13%
43.25%
26.66%
15.48%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.22%
Stock 100.3%
Bond 0.34%
Convertible 0.00%
Preferred 0.00%
Other -0.91%
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. Under normal circumstances, the Fund invests at least 80% of its net assets in large capitalization companies. The Fund seeks to invest in companies that have the potential for above-average future earnings and cash flow growth with management focused on shareholder value.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name New York Life Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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