NYLI Winslow Large Cap Growth Fund Class R6 (MLRSX)

Overview

The described fund is a large-cap equity fund that primarily targets investments in companies with a market capitalization exceeding $4 billion at the time of purchase. Its investment strategy is predominantly focused on domestic securities, allocating a significant majority of its investable assets within the United States. Nonetheless, the fund maintains a flexible approach towards diversification by permitting up to 20% of its net assets to be invested in foreign securities. The decision to classify an issuer as either a U.S. or foreign entity is determined based on the issuer's "country of risk" or a similar criterion as established by third-party sources such as Bloomberg. This strategic approach aims to balance the potential for growth inherent in large-cap investments with the risk mitigation benefits of geographical diversification.

Products and Services

• Domestic Securities Investment

  The fund’s primary focus lies in investing in domestic securities, dedicating a substantial portion of its assets to U.S.-based companies. This strategy primarily targets large capitalization entities, capitalizing on the growth potential and stability offered by established companies within the domestic market.

• Foreign Securities Investment

  While mainly focused on domestic assets, the fund also offers investment solutions in foreign securities, limiting exposure to international markets to 20% of its net assets. This approach enables investors to benefit from global diversification, potentially tapping into emerging trends and opportunities in foreign markets, while still prioritizing a strong foundation in domestic investments.