Morningstar

New York Life Investment Management Mutual Funds

View all of New York Life Investment Management’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 Investment Management Mutual Funds List

1 to 25 of 248 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
NYLIM MacKay Tax Free Bond Class R6MTBDXMuni National Long—−3.12%270.430%LowRetirement, Large$0
NYLIM MacKay U.S. Infrastructure Bond Class IMGOIXIntermediate Core Bond—−2.93%450.600%HighInstitutional$1M
NYLIM MacKay U.S. Infrastructure Bond Class R6MGVDXIntermediate Core Bond—−2.85%380.510%HighRetirement, Large$0
NYLIM MacKay Strategic Muni Allocation Class IMTFGXMuni National Interm—−2.67%380.490%AverageInstitutional$1M
NYLIM MacKay New York Muni Class R6MNODXMuni New York Long—−3.12%160.480%Below AverageRetirement, Large$0
NYLIM MacKay New York Muni Class IMNOIXMuni New York Long—−3.13%170.500%Below AverageInstitutional$1M
NYLIM MacKay Short Term Muni Class R6MSTEXMuni National Short—−0.28%590.390%Above AverageRetirement, Large$0
NYLIM MacKay Strategic Muni Allocation Class R6MTFHXMuni National Interm—−2.64%370.450%Above AverageRetirement, Large$0
NYLIM Epoch Capital Growth Investor ClassMECVXGlobal Large-Stock Growth
6.91%461.420%HighFront Load$2,500
NYLIM Equity ETF Allocation Class IMWFIXGlobal Aggressive Allocation
13.84%110.490%LowInstitutional$1M
NYLIM MacKay Utah Muni Class AUTAVXMuni Single State Interm—−2.29%60.800%Above AverageFront Load$1,500
NYLIM MacKay Strategic Muni Allocation Class ZMTFZXMuni National Interm—−2.67%380.640%HighInstitutional$1,000
NYLIM Epoch Global Equity Yield Class CEPSKXGlobal Large-Stock Value
19.79%111.840%AverageLevel Load$1,000
NYLIM Income Builder Investor ClassMTINXGlobal Moderate Allocation
13.19%61.280%HighFront Load$1,000
NYLIM MacKay Arizona Muni Class IAZTYXMuni Single State Interm—−2.42%80.550%Above AverageInstitutional$1M
NYLIM MacKay High Yield Muni Bond Class IMMHIXHigh Yield Muni—−3.13%690.630%Above AverageInstitutional$1M
NYLIM Conservative ETF Allocation Class IMNELXGlobal Moderately Conservative Allocation
4.47%390.650%Below AverageInstitutional$1M
NYLIM Cushing® MLP Premier Investor ClassCSHNXEnergy Limited Partnership
25.70%171.460%Above AverageFront Load$2,500
NYLIM S&P 500 Index Class IMSPIXLarge Blend
13.57%380.260%LowInstitutional$1M
NYLIM MacKay Strategic Muni Allocation Investor ClassMTFEXMuni National Interm—−2.88%580.790%Above AverageFront Load$1,000
NYLIM MacKay Tax Free Bond Class IMTBIXMuni National Long—−3.16%300.490%Below AverageInstitutional$1M
NYLIM Epoch Global Equity Yield Class IEPSYXGlobal Large-Stock Value
20.72%80.840%AverageInstitutional$1M
NYLIM MacKay Utah Muni Class ZUTAHXMuni Single State Interm—−2.29%60.780%HighInstitutional$1,000
NYLIM MacKay Strategic Bond Class IMSDIXMultisector Bond—−0.94%570.680%Above AverageInstitutional$1M
NYLIM Income Builder Class IMTOIXGlobal Moderate Allocation
13.66%40.770%AverageInstitutional$1M

New York Life Investment Management 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

  • Category

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

  • 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.

  • 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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