NYLI WMC Value FundMAPBX

MUTUAL FUNDNew York Life
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$943.9M
Expense ratio
—
1-year return
+16.6%
3 years, a year
+5.9%
5 years, a year
+10.4%
Holdings
65

What it aims to do.

The Fund seeks long-term appreciation of capital.

Top 10 holdings.

Holding% of fund
GOOG Alphabet, Inc.5.51%
JPM JPMorgan Chase & Co.3.62%
JNJ Johnson & Johnson2.60%
MRK Merck & Co., Inc.2.27%
CSCO Cisco Systems, Inc.2.19%
UNH UnitedHealth Group, Inc.2.14%
ELV Elevance Health, Inc.1.82%
PFE Pfizer, Inc.1.78%
SRE Sempra1.76%
FANG Diamondback Energy, Inc.1.69%

More on MAPBX.

Returns after fees, from the fund's SEC filings up to Jan 2025. Past returns are not a promise. Not financial advice.