MLRTX

About MLRTX

The NYLI Winslow Large Cap Growth Fund Class R2 is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in large-cap U.S. equities. Its strategy centers on identifying companies with robust growth prospects, allocating at least 80% of its assets to large-cap stocks expected to outpace their peers in earnings and revenue expansion. Leveraging a team with over a century of collective investment experience, the fund takes a diversified approach by grouping portfolio holdings into three complementary growth categories, enhancing growth potential while aiming to mitigate downside risk. The portfolio typically features a concentrated number of holdings—often between 44 and 46 companies—with a strong emphasis on the technology, consumer cyclical, and healthcare sectors. Notable investments include industry leaders like Microsoft, Amazon, Apple, and NVIDIA. The fund’s turnover rate reflects a dynamic management style that adapts to evolving market opportunities. Classified within the large growth category, the fund is designed for retirement plans and offers annual dividend distributions. With significant assets under management, the NYLI Winslow Large Cap Growth Fund Class R2 plays a prominent role in providing exposure to high-growth U.S. equities within diversified long-term investment portfolios.