About VCRIX
NYLI CBRE Global Infrastructure Fund Class I is an institutional mutual fund focused on investing in listed infrastructure companies worldwide. Its primary purpose is to offer investors exposure to the essential infrastructure sector, which includes businesses involved in the development, operation, and management of assets such as utilities, energy, transportation, and communications networks. By allocating at least 80% of its net assets to securities issued by infrastructure companies, the fund seeks to provide both capital preservation and appreciation through diversified, global holdings.
The fund employs an active management approach, leveraging proprietary research and a high-conviction selection process to identify opportunities across various infrastructure sectors. Its portfolio features notable holdings in utilities, energy, industrials, and real estate, reflecting the broad and defensive nature of infrastructure as an asset class. As a result, it is often considered an 'all-weather' investment, aiming to deliver stable returns and consistent growth while potentially improving the risk-adjusted return of a broader equity or real asset allocation. NYLI CBRE Global Infrastructure Fund Class I plays a significant role in institutional and diversified investment strategies seeking resilience through essential global infrastructure exposure.
Fund Family New York Life Investment Management LLC
Category Infrastructure
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol VCRIX
Share Class Class I
Index FTSE Global Core Infras 50/50 Net Tax TR USD
VCRIX had a total return of 22.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.78%.
