NYLI Balanced Class C
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Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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Forward Dividend Yield
Price
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NAV
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Company Information
Provider
New York Life Investment Management LLC
Manager/Tenure
(Years)
(Years)
Jonathan B. Swaney (9), Adam H. Illfelder (4), Betsy M. George (1), 7 others
Address
New York Life Investment Management Llc
New York NY - 10036
New York NY - 10036
Country
United States
Phone Number
212-938-6500
Investment Strategy
The investment seeks total return. The fund invests approximately 60% of its assets (net assets plus any borrowings for investment purposes) in stocks and 40% of its assets in fixed-income securities (such as bonds) and cash equivalents. Although this 60/40 ratio may vary, the manager has adopted a fundamental policy that it will be a "balanced" fund. The fund may invest up to 20% of its net assets in foreign securities, but only in such securities that the Subadvisor for the fixed-income portion of the fund, and the Subadvisor for the equity portion of the fund, in accordance with each Subadvisor's investment process.