NYLI Winslow Large Cap Growth Fund Class A (MLAAX)

Overview

The investment strategy is focused on long-term capital growth, primarily through investments in large capitalization companies. By targeting entities with a market capitalization exceeding $4 billion, the fund prioritizes stability and growth potential inherent in established corporations. While the fund predominantly concentrates on domestic securities, it maintains the flexibility to invest up to 20% of its net assets in foreign securities, broadening its investment scope and potential for capital appreciation. This approach reflects a balanced strategy that leverages both the reliability of large-cap U.S. companies and the dynamic growth potential of international markets.

Products and Services

• Investment in Large Capitalization Companies

  The fund allocates at least 80% of its assets towards large capitalization companies, defined by their market capitalization in excess of $4 billion at the time of purchase. This focus is grounded in the belief that large-cap companies offer a balance of growth potential and stability, making them attractive for long-term capital growth strategies.

• Domestic Securities Investments

  A significant portion of the fund's investable assets is dedicated to domestic securities. This strategy underscores a preference for the familiar regulatory and economic environment of U.S.-based investments, aiming to mitigate the potential risks associated with international markets.

• Foreign Securities Investments

  Up to 20% of the fund’s net assets may be invested in foreign securities. This aspect of the strategy is designed to capture growth opportunities outside of the U.S. market, diversifying the investment portfolio. The assessment of whether an issuer is considered U.S. or foreign is based on the issuer's "country of risk," as determined by a third-party service provider, such as Bloomberg. This allows for a nuanced approach to categorizing investments and managing the associated risks.