About MLGRX
NYLI Winslow Large Cap Growth Fund Class R3 is an actively managed mutual fund focused on seeking long-term growth of capital by investing primarily in large-cap U.S. companies. The fund employs a diversified growth strategy, allocating at least 80% of its assets to large-cap stocks—typically industry leaders with substantial market capitalizations—while aiming to balance robust return potential with risk mitigation. Portfolio managers, drawing on deep experience in growth equity investing, actively select holdings across three distinct types of growth companies to enhance diversification and capitalize on evolving market opportunities. The fund's largest sector exposures include technology, consumer discretionary, and communication services, featuring prominent names like Microsoft, NVIDIA, Amazon, and Apple, reflecting its emphasis on innovation-driven growth. With a relatively high portfolio turnover, the fund adapts dynamically to market shifts, making it suitable for investors who seek exposure to the growth segment of the U.S. equity market through an actively managed, research-driven approach. The fund distributes capital gains and, on occasion, dividends to shareholders, typically on an annual basis.
Fund Family New York Life Investment Management LLC
Category Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MLGRX
Share Class Class R3
Index Russell 1000 Growth TR
MLGRX had a total return of 5.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.33%.
