Seek an Active Edge in U.S. Equities
High Conviction U.S. Equity Strategies for Growth, Income, and Long-Term Strength
IWLG, EPLCX and Winslow’s Focused Large Cap Growth SMA combine growth and equity yield strategies to help portfolios achieve durable long-term results via U.S. equity exposure that can support more diversified and balanced portfolios.
Disclosure
1 Not All Large Growth Funds Are Created Equal - There is no assurance that the investment objhective will be met. Past performance is not indiciative of future results. It is not possible to invest in an index.
2 Attractive Growth and Income - Source: Morningstar, as of 09/30/25. Past performance is no guarantee of future results.
All investments are subject to market risk, including the potential loss of principal. Past performance is not indicative of future results. Investment returns and principal value will fluctuate, and investors may experience gains or losses upon redemption.
The Sharpe Ratio is a measure of risk-adjusted return, calculated by dividing the excess return of an investment over the risk-free rate by its standard deviation. It is used to understand the return of an investment compared to its risk. A higher Sharpe Ratio indicates better risk-adjusted performance.
This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. The information provided does not consider the specific objectives or circumstances of any particular investor. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with their financial professionals.
About Risk: The principal risk of investing in value stocks is that the price of the security may not approach its anticipated value. Investing in smaller companies involves special risks, including higher volatility and lower
liquidity. Investing in mid-cap stocks may carry more risk than investing in stocks of larger, more well-established companies. Foreign securities are subject to interest rate, currency exchange rate, economic,
and political risks. These risks may be greater for emerging markets.
Featured Resources
A Responsible Path to U.S. Large Cap Growth
The Index is not a Market
NYLI Epoch U.S. Equity Yield Fund Product Snapshot
IWLG NYLI Winslow Large Cap Growth ETF Product Snapshot
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All investments are subject to market risk, including the potential loss of principal. Past performance is not indicative of future results. Investment returns and principal value will fluctuate, and investors may experience gains or losses upon redemption.
The Sharpe Ratio is a measure of risk-adjusted return, calculated by dividing the excess return of an investment over the risk-free rate by its standard deviation. It is used to understand the return of an investment compared to its risk. A higher Sharpe Ratio indicates better risk-adjusted performance.
This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. The information provided does not consider the specific objectives or circumstances of any particular investor. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with their financial professionals.
About Risk
Growth stocks can face significant price declines if earnings fall short of investor expectations, even if they grow. Early-stage growth companies face higher risks. The main risk of value stock is that a security's price may not reach its expected value. Small and mid-cap securities carry higher risks, including sharp price fluctuations, limited liquidity, and unpredictable changes, especially over the short term. Investing in foreign securities carries risks, such as currency fluctuations, unstable markets, limited information, and political or economic challenges. Emerging markets often face higher risks than developed ones.