Starting Small: Retirement Plan Opportunities for Small Business Owners
The number of businesses offering retirement plans to employees is increasing rapidly, representing a compelling opportunity to grow your business.
Retirement Income, Part 1: A Work in Progress for Defined Contribution Plans
Explore the evolving landscape of retirement income along with the challenges and innovations that will shape the future of retirement plans.
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.
5 Reasons to Put MLAIX on the Menu
Can your large-cap growth incorporate strategies that not only manage risks but also encourage investors to stay invested in all types of markets? With MLAIX on the plan menu, your clients could have a compelling fund to help “smooth out the ride” and potentially reduce volatility.
The Power of Population Growth and AI Innovation
Winslow Capital discusses how U.S. large-cap growth equities are well-positioned to benefit from both demographic trends and innovation
Infographic: Investing in an Era of an Aging Population
The number of people over 65 is on track to surpass the youth by the year 2070. Meaning that when it comes to planning for retirement and managing investments, this shift will cause investors to face both challenges and opportunities.
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.
Featured Resources
DCIO Quarterly Snapshot
DCIO: fi360 Fiduciary Score & Morningstar Rating Report
Advisor Advancement Institute
Macrotrends & 2025 Economic Insights | New York Life Investments
How to Calculate if You’re On Track for Retirement
Beyond Big Names: The Case for Small and Mid Cap Stocks
- at NAV
- W/ sales charge (MF)/mkt price (ETF)
| Morningstar Rating Risk Adjusted Returns As of 12/31/2025 | Average Annual Total Returns As of 12/31/2025 As of 12/31/2025 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Symbol | Name | Asset Class | Share Class | Overall Rating | Category | Funds in Category | YTD | 1Y | 3Y | 5Y | 10Y | SI | Incept. Date |
| MLAAX | NYLI Winslow Large Cap Growth Fund | Equities | A |
|
Large Growth | 1004 | -1.82 -1.82 -7.22 -7.22 | 14.20 14.20 7.92 7.92 | 28.26 28.26 25.87 25.87 | 12.49 12.49 11.22 11.22 | 15.92 15.92 15.27 15.27 | 10.57 10.57 10.37 10.37 | 07/01/1995 |
| FCIRX | NYLI PineStone International Equity Fund | Equities | A |
|
Foreign Large Growth | 371 | 1.74 1.74 -3.86 -3.86 | 11.13 11.13 5.02 5.02 | 11.58 11.58 11.58 11.58 | 5.29 5.29 5.29 5.29 | - - - - | 8.13 8.13 8.13 8.13 | 09/29/2017 |
| MHCAX | NYLI MacKay High Yield Corporate Bond Fund | Fixed Income | A |
|
High Yield Bond | 584 | 0.58 0.58 -3.95 -3.95 | 6.44 6.44 1.65 1.65 | 8.18 8.18 6.53 6.53 | 4.09 4.09 3.14 3.14 | 5.72 5.72 5.23 5.23 | 7.01 7.01 6.85 6.85 | 01/03/1995 |
| MOPAX | NYLI WMC Small Companies Fund | Equities | A |
|
Small Blend | 588 | 6.29 6.29 0.44 0.44 | 12.41 12.41 6.23 6.23 | 12.96 12.96 10.85 10.85 | 6.29 6.29 5.10 5.10 | 6.89 6.89 6.28 6.28 | 7.00 7.00 6.73 6.73 | 01/02/2004 |
| MAPAX | NYLI WMC Value Fund | Equities | A |
|
Large Value | 1059 | 2.22 2.22 -3.40 -3.40 | 14.34 14.34 8.05 8.05 | 11.32 11.32 9.24 9.24 | 10.59 10.59 9.35 9.35 | 11.72 11.72 11.09 11.09 | 8.94 8.94 8.71 8.71 | 06/09/1999 |
| MTMAX | NYLI MacKay Total Return Bond Fund | Fixed Income | A |
|
Intermediate Core-Plus Bond | 491 | 0.22 0.22 -4.29 -4.29 | 7.51 7.51 2.68 2.68 | 6.44 6.44 4.82 4.82 | 0.22 0.22 -0.70 -0.70 | 2.60 2.60 2.13 2.13 | 3.47 3.47 3.25 3.25 | 01/02/2004 |
| APSRX | NYLI Fiera SMID Growth Fund | Equities | A |
|
Mid-Cap Growth | 472 | 2.47 2.47 -3.17 -3.17 | 5.44 5.44 -0.36 -0.36 | 11.45 11.45 11.45 11.45 | 4.25 4.25 4.25 4.25 | - - - - | 9.77 9.77 9.77 9.77 | 02/12/2018 |
| MASAX | NYLI MacKay Strategic Bond Fund | Fixed Income | A |
|
Multisector Bond | 334 | 0.34 0.34 -4.17 -4.17 | 8.11 8.11 3.25 3.25 | 7.97 7.97 6.33 6.33 | 3.41 3.41 2.47 2.47 | 4.04 4.04 3.56 3.56 | 4.87 4.87 4.70 4.70 | 02/28/1997 |
| VCRAX | NYLI CBRE Global Infrastructure Fund | Equities | A |
|
Infrastructure | 84 | 1.08 1.08 -4.48 -4.48 | 15.25 15.25 8.91 8.91 | 8.64 8.64 6.61 6.61 | 6.65 6.65 5.45 5.45 | 8.16 8.16 7.52 7.52 | 7.68 7.68 7.16 7.16 | 10/16/2013 |
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.