About MLAAX
The NYLI Winslow Large Cap Growth Fund Class A is a mutual fund focused on achieving long-term capital growth by investing primarily in U.S. large capitalization companies, typically those with a market capitalization exceeding $4 billion. The fund follows a diversified growth strategy, seeking compelling opportunities among major U.S. companies across technology, consumer, and communications sectors. Its approach is characterized by active and flexible portfolio management, diversifying holdings among different types of growth companies to both harness upside potential and mitigate downside risk. Notably, the fund places emphasis on companies with sustainable competitive advantages, above-average earnings and cash flow growth prospects, and robust management teams. Environmental, social, and governance (ESG) factors are also integrated into the investment process as part of the qualitative assessment. With a portfolio managed by an experienced team with over 100 years of combined expertise, the fund is recognized for its thorough research and disciplined execution, making it a significant player within the large cap growth segment of the U.S. equity market. The fund generally allocates at least 80% of its assets to domestic securities, though it may invest up to 20% in foreign companies.
Fund Family New York Life Investment Management LLC
Category Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MLAAX
Share Class Class A
Index Russell 1000 Growth TR
MLAAX had a total return of 3.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.51%.
