NYLI Growth Allocation FundMGDNX

MUTUAL FUNDNew York Life
Type
Mutual fund
Peer group
Allocation
Net assets
$882.3M
Expense ratio
1.12%
1-year return
+21.7%
3 years, a year
+12.8%
5 years, a year
+6.4%
Holdings
35

What it aims to do.

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

Top 10 holdings.

Holding% of fund
NYLI U.S. Government Liquidity Fund9.66%
NYLI Candriam U.S. Mid Cap Equity ETF8.22%
NYLI Candriam U.S. Large Cap Equity ETF6.47%
NYLI WMC Growth Fund6.15%
NYLI WMC Small Companies Fund5.43%
NYLI WMC Value Fund5.34%
NYLI US Large Cap R&D Leaders ETF5.31%
NYLI Epoch U.S. Equity Yield Fund5.07%
NYLI S&P 500 Index Fund4.72%
NYLI WMC International Research Equity Fund4.72%

More on MGDNX.

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