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NYLI Conservative Allocation Class A (MCKAX)

11.19
-0.26
(-2.27%)
At close: 8:01:31 PM EDT
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  • Previous Close 11.45
  • YTD Return -0.75%
  • Expense Ratio 0.86%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 358.86M
  • Beta (5Y Monthly) 0.82
  • Yield 4.17%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.14
  • Inception Date Apr 4, 2005

The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in mutual funds and ETFs managed by New York Life Investments or its affiliates. It seeks to achieve its investment objective by normally investing approximately 60% (within a range of 50% to 70%) of its assets in underlying fixed-income funds and approximately 40% (within a range of 30% to 50%) of its assets in underlying equity funds.

New York Life Investment Management LLC

Fund Family

Allocation--30% to 50% Equity

Fund Category

358.86M

Net Assets

2005-04-04

Inception Date

Performance Overview: MCKAX

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Trailing returns as of 4/4/2025. Category is Allocation--30% to 50% Equity.

YTD Return

MCKAX
0.75%
Category
5.91%
 

1-Year Return

MCKAX
3.07%
Category
18.59%
 

3-Year Return

MCKAX
2.52%
Category
8.56%
 

5-Year Return

MCKAX
6.35%
Category
7.44%
 

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Holdings: MCKAX

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Sector Weightings

SectorMCKAX
Technology   22.53%
Industrials   12.77%
Healthcare   11.19%
Real Estate   2.77%
Energy   2.67%
Utilities   2.06%

Recent News: MCKAX

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Research Reports: MCKAX

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