Not All Large Growth Funds Are Created Equal 1
Offers more style purity with respect to large cap growth exposure vs. the benchmark and other active managers
Seeks to provide disciplined downside mitigation while also using fundamental and quantitative research to determine whether company distributions may grow
Seeking to deliver long term return potential by investing in U.S. stocks with a history of generating free cash flow and long-standing track records of sound capital allocation practices
Why IWLG Now?
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Large growth funds can differ meaningfully in how closely they adhere to their stated style, differences that can materially impact portfolio construction.
MDHIX
NYLI MacKay Short Duration High Income Fund
Class I
EQUITY
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The MainStay MacKay Short Duration High Income Fund (formerly MainStay MacKay Short Duration High Yield Fund) won the 2023 LSEG Lipper U.S. Award for consistent return in its category over 10 years.
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Delivers tax-equivalent yields competitive with cash alternatives.
Aims for a higher yield-per-duration ratio to reduce reinvestment risk.
Targets maturities of three years or less.
Why MSTIX Now?
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EQUITY
MDHIX
NYLI MacKay Short Duration High Income Fund
Class I
EQUITY
The NYLI Epoch Global Equity Yield Fund (EPSYX) consistently invests in companies that have committed to increasing their dividends, resulting in a diversified core holding of high-quality companies with lower volatility vs. the benchmark
Good Upside Participation and Better Downside Protection
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Why MDHIX Now?
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Class A
Good Upside Participation and Better Downside Protection
The NYLI Epoch Global Equity Yield Fund (EPSYX) consistently invests in companies that have committed to increasing their dividends, resulting in a diversified core holding of high-quality companies with lower volatility vs. the benchmark
Epoch believes the growth and application of free cash flow represent the best predictors of long-term shareholder return potential. Since inception, EPLCX has generated compelling growth and income across market cycles driven by its focus on free cash flow growth and sound capital allocation practices.
Attractive Growth and Income 2
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The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. The NYLI MacKay Short Duration High Income Fund won the award in the Short High Yield category over 10 years from among 14 funds for the period ended 12/31/2024. For more information, see lipperfundawards.com.
LSEG Lipper Fund Awards, ©2025 LSEG. All rights reserved. Used under license. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
Employing a comprehensive risk management discipline designed to limit security and portfolio level risk
Disciplined downside mitigation while also using fundamental and quantitative research to determine whether company distributions will grow
Delivering long term return potential by investing in U.S. stocks with a history of generating free cash flow and long-standing track records of sound capital allocation practices
Why EPLCX Now?
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FIXED INCOME
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Overall Morningstar Rating based on risk-adjusted returns from among 215 Bank Loan funds, as of 3/31/25.
Winslow Focused Large Cap Growth SMA
NYLI MacKay Muni Short Duration ETF
Class I
Overall Morningstar Rating based on the risk-adjusted returns from among 1,056 Large Value funds, as of 01/31/2026
EPLCX
NYLI Epoch U.S. Equity Yield Fund
Class I
Class A Information
FIXED INCOME
NYLI Winslow Large Cap Growth ETF
Overall Morningstar Rating based on the risk-adjusted returns from among 195 Muni National Short funds, as of 11/30/2025
IWLG
EQUITIES
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Class A Information
Morningstar, as of 09/30/2025. The Morningstar Large Growth Category average represents portfolios that invest primarily in big U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these portfolios focus on companies in rapidly expanding industries.
Source: Morningstar, as of 09/30/25. Past performance is no guarantee of future results. 1. The chart includes reinvestment of capital gains and distribution of dividends. 2. Annual Distributions are the yearly distribution/withdrawal as a percentage of the total income distributed
Also available as an ETF
IWLG
Source: Morningstar, as of 09/30/25. Past performance is no guarantee of future results. 1. The chart includes reinvestment of capital gains and distribution of dividends.
2. Annual Distributions are the yearly distribution/withdrawal as a percentage of the total income distributed
Source: Morningstar, as of 09/30/25. Past performance is no guarantee of future results. 1. The chart includes reinvestment of capital gains and distribution of dividends. 2. Annual Distributions are the yearly distribution/withdrawal as a percentage of the total income distributed
Also available as an SMA
Also available as a mutual fund
and an SMA
Also available as a mutual fund
Also available as an SMA
Also available as a mutual fund
Also available as an ETF
Overall Morningstar Rating based on the risk-adjusted returns from among 1,056 Large Value funds, as of 01/31/2026
Also available as an SMA
Also available as an SMA