NYLI Moderate ETF Allocation FundMDAKX

MUTUAL FUNDNew York Life
Type
Mutual fund
Peer group
Allocation
Net assets
$207.1M
Expense ratio
1.56%
1-year return
+19.3%
3 years, a year
+11.4%
5 years, a year
+5.4%
Holdings
16

What it aims to do.

The Fund seeks long-term growth of capital and, secondarily, current income.

Top 10 holdings.

Holding% of fund
Vanguard Mega Cap ETF27.84%
iShares Core U.S. Aggregate Bond ETF18.63%
iShares Core MSCI EAFE ETF12.14%
Vanguard Mid-Cap ETF6.23%
Schwab U.S. Small-Cap ETF5.12%
iShares Broad USD High Yield Corporate Bond ETF4.84%
Invesco Senior Loan ETF4.83%
iShares Broad USD Investment Grade Corporate Bond ETF4.61%
iShares Core S&P Mid-Cap ETF3.61%
iShares Core MSCI Emerging Markets ETF3.07%

More on MDAKX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.