About MYIIX
NYLI WMC International Research Equity Fund Class I is a mutual fund designed to provide investors with long-term growth of capital through a diversified portfolio of international equities. Managed by a team of global industry analysts, the fund focuses on identifying high-conviction investment ideas across developed and emerging markets outside the United States. It invests at least 80% of its assets in equity securities of foreign companies, spanning various sectors such as technology, healthcare, energy, and consumer goods. Notable portfolio holdings have included industry leaders like Taiwan Semiconductor Manufacturing, ASML Holding, Shell, and Novo Nordisk. The fund primarily targets institutional investors, with a minimum initial investment requirement of $1 million. Offering an expense ratio of approximately 0.86%, it sits within the average range compared to its peers. The fund’s strategy blends multiple investment disciplines to achieve broad diversification by sector and investment style, making it a core international equity holding for investors seeking exposure to global opportunities beyond the U.S. market.
Fund Family New York Life Investment Management LLC
Category Foreign Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol MYIIX
Share Class Class I
Index MSCI AC World ex USA NR USD
MYIIX had a total return of 23.24% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.76%.
