About MLRMX
The NYLI Winslow Large Cap Growth Fund is a mutual fund focused on achieving long-term capital appreciation by investing primarily in large-cap U.S. companies. Adhering to a growth-oriented investment strategy, the fund allocates at least 80% of its assets to firms with market capitalizations exceeding $4 billion at the time of purchase. Managed by Winslow Capital Management, the fund employs an active and flexible approach, diversifying holdings across three complementary categories of growth companies: consistent, dynamic, and cyclical growth. This diversified method aims to capture compelling growth opportunities while mitigating downside risk. The portfolio typically comprises around 45 holdings, with significant allocations in sectors like technology, communication services, and consumer discretionary. Notable investments often include industry leaders such as Microsoft, NVIDIA, Amazon.com, and Apple. The fund distributes dividends annually and is benchmarked against the Russell 1000 Growth Index, aligning its strategy with the broader large-cap growth segment of the U.S. equity market. Established in 1995, the NYLI Winslow Large Cap Growth Fund is recognized for its specialized active management and experienced investment team, making it a prominent vehicle for exposure to large-cap growth equities.
Fund Family New York Life Investment Management LLC
Category Large-Cap Growth
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MLRMX
Share Class Simple Class
Index Russell 1000 Growth TR
MLRMX had a total return of 5.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.32%.
