About MLAIX
The NYLI Winslow Large Cap Growth Fund Class I is a mutual fund focused on achieving long-term capital growth through a diversified approach to U.S. large-cap equities. Managed by a seasoned team with deep expertise in growth equity investing, the fund seeks opportunities among companies with strong growth potential, aiming to balance robust returns with risk mitigation. Its strategy involves allocating at least 80% of its assets to large capitalization firms, particularly those in dynamic sectors such as technology, healthcare, and consumer cyclical industries. The portfolio is concentrated, with a significant portion invested in its top holdings, including leading names like Microsoft, NVIDIA, Amazon, and Apple, collectively representing over half of the fund’s assets. The fund is designed primarily for institutional investors, featuring a $1 million minimum initial investment and no front-end or deferred sales charges for Class I shares. With an expense ratio around 0.7% and an active management style, the NYLI Winslow Large Cap Growth Fund Class I plays a significant role in providing exposure to high-growth U.S. companies within the large growth mutual fund category, making it a notable option for capital appreciation in the institutional arena.
Fund Family New York Life Investment Management LLC
Category Large Growth
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol MLAIX
Share Class Class I
Index Russell 1000 Growth TR
MLAIX had a total return of 2.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 21.62%.
