Morningstar

NYLIM Equity ETF Allocation Class C MWFCX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Management Investment Hub
  • NAV / 1-Day Return 19.97  /  +0.86 %
  • Total Assets 172.2M
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.420%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.32%
  • Turnover 46%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MWFCX

Will MWFCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MWFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MWFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MWFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM Equity ETF Allocation Class C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MWFCX

More MWFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard MStar Mega Cap ETF

41.52 72M
—

iShares Core MSCI EAFE ETF

19.74 34M
—

Vanguard MStar Mid Cap ETF

8.65 15M
—

Schwab US Small-Cap ETF™

7.26 13M
—

iShares Core S&P Mid-Cap ETF

6.61 11M
—

Vanguard MStar Small Cap ETF

6.16 11M
—

iShares Core MSCI Emerging Markets ETF

5.08 9M
—

iShares Core S&P 500 ETF

3.01 5M
—

iShares Core S&P Small-Cap ETF

1.31 2M
—

NYLIM U.S. Government Liquidity Class I

0.27 467,246
Cash and Equivalents

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