AI-fueled Boom: Who Benefits?

In a recent investment industry survey, nearly 80% of respondents believed that generative artificial intelligence (AI) would have a transformative effect on the global economy.

“No Preferred Habitat” Investing

Winslow Capital uniquely diversifies their portfolio across three different, yet complementary types of growth companies, which protects it from ever developing a bias that may only perform well in a specific style-driven market.


7 Great Reasons to Put MLAIX on the Menu

Can your large-cap growth go the distance? Now may be the time to make a game-changing move to MainStay Winslow Large Cap Growth Fund (MLAIX). With MLAIX on the plan menu, your clients could have a compelling fund for the long game.


Morningstar Reprint: "7 Top-Performing Large-Growth Funds"

Recently, the MainStay Winslow Large Cap Growth Fund (MLAIX) was awarded a Bronze Medalist Rating by Morningstar. In addition, MLRSX headlined a list of the 7 Top-Performing Large-Growth Funds, with the category’s gains being led by returns from investments in tech stocks during 1Q 2024.

Taxable Municipal Bonds: An Overlooked Asset Class to Include in Retirement Plans

Contrary to conventional thinking, taxable municipals are a compelling solution for retirement plans as they offer a high quality issuer base, low historical default rates, attractive yield potential, and total return potential.

Redefining Retirement Plan Services

Jose Barros, Chief Operating Officer of U.S. Retail Distribution and Head of DCIO Sales for New York Life Investments discusses ways you can help plan sponsors bridge the gap between the needs of plan participants and the benefits they offer in the retirement marketplace, based on research conducted in partnership with AARP.

Perception vs. Reality

New York Life Investments recently commissioned a research project which surveyed plan sponsors, plan providers and plan participants on their level of satisfaction with services provided and their opinion on each other. Our findings provide ample opportunity for retirement advisors to make a positive impact in the participants experience. 

Redefining and Planning Retirement

New York Life Investments worked with valued partners to provide key findings and trends on what retirement means to different demographics and how to calculate the path retirement.

Challenge Conventional Thinking

Join the evolution of retirement planning and watch a fireside chat on how to tailor investment solutions for retirement plans.

Workers Smiling Office


Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance figures for all Funds reflect contractual waivers and/or expense limitations, without which total returns may have been lower. These limitations may be modified or terminated only with Board approval.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance (this does not include the effects of sales charges, loads, and redemption fees). The top 10% of products in each product category receive 5stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Click on the product name for the most recent overall risk-adjusted Morningstar ratings shown above, including ratings by share class and time period and the number of funds in each category. The Fund page also includes the prospectus, investment objectives, performance, risk and other important information.