Morningstar

New York Life Mutual Funds

View all of New York Life’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

New York Life Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 19 of 19 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
NYLI Epoch Capital Growth Class AMECDXGlobal Large-Stock Growth14.02%701.150%AverageFront Load$15,000
NYLI Epoch Capital Growth Class CMECEXGlobal Large-Stock Growth13.17%742.200%HighLevel Load$2,500
NYLI Epoch Capital Growth Class IMECFXGlobal Large-Stock Growth14.26%690.900%AverageInstitutional$1.0 Mil
NYLI Epoch Capital Growth Investor ClassMECVXGlobal Large-Stock Growth13.78%711.460%HighFront Load$2,500
NYLI MacKay California Muni Class IMCOIXMuni California Long—3.40%540.500%Below AverageInstitutional$1.0 Mil
NYLI MacKay Convertible Class AMCOAXConvertibles8.22%440.950%LowFront Load$15,000
NYLI MacKay Convertible Class IMCNVXConvertibles8.49%390.620%LowInstitutional$1.0 Mil
NYLI MacKay High Yield Corp Bond Cl R6MHYSXHigh Yield Bond—6.82%670.560%Below AverageRetirement, Large$0
NYLI MacKay High Yield Muni Bond Class IMMHIXHigh Yield Muni—6.04%560.620%Above AverageInstitutional$1.0 Mil
NYLI MacKay New York Muni Class IMNOIXMuni New York Long—3.46%300.500%Below AverageInstitutional$1.0 Mil
NYLI MacKay Strategic Muni Allc Cl IMTFGXMuni National Interm—3.16%320.520%Above AverageInstitutional$1.0 Mil
NYLI MacKay Strategic Muni Allc Cl R6MTFHXMuni National Interm—3.31%240.460%Above AverageRetirement, Large$0
NYLI MacKay Strategic Muni Allc Class ZMTFZXMuni National Interm———0.670%HighInstitutional$1,000
NYLI PineStone International Eq Cl R6FCIWXForeign Large Growth15.70%260.800%Above AverageRetirement, Large$0
NYLI PineStone International Eq Inv ClFCIKXForeign Large Growth15.16%341.540%HighFront Load$1,000
NYLI PineStone International Equity Cl AFCIRXForeign Large Growth15.54%281.200%AverageFront Load$15,000
NYLI PineStone International Equity Cl CFCICXForeign Large Growth14.45%412.290%HighLevel Load$1,000
NYLI PineStone International Equity Cl IFCIUXForeign Large Growth15.70%260.850%AverageInstitutional$1.0 Mil
NYLI PineStone International Equity Cl PFCIHXForeign Large Growth15.77%260.850%AverageInstitutional$5.0 Mil

New York Life Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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