Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

NYLI Conservative ETF Allc SIMPLE Class (MNEVX)

10.48
+0.03
+(0.29%)
At close: April 17 at 8:01:40 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
5
Min Subsequent Investment
500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • (Junk)CommonWealth PPS
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Securities America Inc.
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objective by investing in unaffiliated passively-managed exchange-traded funds (the "Underlying ETFs"). 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 ETFs and approximately 40% (within a range of 30% to 50%) of its assets in Underlying Equity ETFs. The fund may invest approximately 10% (within a range of 0% to 20%) of its assets in Underlying International Equity ETFs.

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family New York Life Investment Management LLC
Net Assets 48.91M
YTD Return -0.66%
Yield 2.39%
Morningstar Rating
Inception Date Jun 30, 2020

Performance & Risk

YTD Return -2.70%
5y Average Return 0.00%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Related Tickers