NYLI Winslow Focused Large Cap Growth ETF (IWFG)
ARCA ARCA Primary Summary
IWFG Chart
IWFG & IWLG ETFs Offering Risk-Off Large Cap Exposure
It's no secret that Mega Caps have drawn plenty of investors, but Barry Peters of Winslow Capital Management notes risk that comes those names. He points to how his firm has tackled risk-off ways to invest in large caps through Winslow's ETF strategies.
ETF 360: Winslow Takes an Active Growth Approach
In the latest episode of ETF 360, VettaFi Senior Industry Analyst Kristen Chang spoke to Winslow Capital Managing Director Barry Peters about their new active growth funds, the NYLI Winslow Focused Large Cap Growth ETF (IWFG) and the NYLI Winslow Large Cap Growth ETF (IWLG).
NYLI Winslow Focused Large Cap Growth ETF (IWFG) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has NYLI Winslow Focused Large Cap Growth ETF ever had a stock split?
NYLI Winslow Focused Large Cap Growth ETF Profile
| ARCA Exchange | US Country |
Overview
The fund mentioned focuses on investments primarily in large capitalization companies, specifically those with a market capitalization exceeding $4 billion at the time of purchase. It is designed to allocate at least 80% of its net assets towards these large-capital entities, emphasizing domestic securities. While predominantly invested in the United States, the fund allows for up to 20% of its assets to be placed in foreign securities, including depositary receipts like ADRs or stocks listed on non-U.S. exchanges that are traded contemporaneously with the Shares. It should be noted that this fund adopts a non-diversified investment strategy, potentially concentrating its resources more heavily in fewer investments.
Products and Services
- Investment in Large Capitalization Companies
This service involves allocating the majority of the fund's assets, specifically more than 80%, to companies with a market cap of over $4 billion. This approach targets the stability and potential growth associated with larger, established companies.
- Investment in Domestic Securities
The fund predominantly invests in domestic securities, directing substantially all of its investable assets into US-based companies. This focus on domestic markets is designed to leverage the stability and growth potential within the US economy.
- Foreign Securities Investment
Up to 20% of the fund's net assets might be invested in foreign securities, including depositary receipts (such as ADRs) or stocks listed on foreign exchanges that are contemporaneously traded with the Shares. This diversifies the portfolio, albeit modestly, into international markets, potentially tapping into overseas growth opportunities.
