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New York Life Mutual Funds List

Here you can find all mutual funds issued by New York Life and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
26
Avg. Expense Ratio
0.73%
Avg. 1 Year Return
18.45%
Avg. 5 Year Return
8.73%
Median Risk/Return Score
65 / 100
New York Life Mutual Funds List

26 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
MainStay CBRE Real Estate FundREITDec 31, 19960.83%
12.22%
5.13%
2.24%
13
MainStay Cushing MLP Premier FundEnergy EquitiesOct 19, 20101.20%
21.91%
9.91%
9.78%
46
MainStay Epoch U.S. Equity Yield FundLarge Cap Value EquitiesDec 3, 20080.73%
12.72%
10.98%
6.52%
79
MainStay Epoch Global Equity Yield FundGlobal EquitiesDec 26, 20050.84%
18.48%
10.34%
6.71%
92
MainStay Epoch International Choice FundForeign Large Cap EquitiesDec 31, 19970.95%
12.58%
7.88%
1.79%
42
MainStay WMC Growth FundLarge Cap Growth EquitiesAug 7, 20061.02%
6.38%
13.86%
3.18%
20
MainStay MacKay Strategic Bond FundNontraditional BondsFeb 27, 19971.04%
1.40%
10.69%
5.18%
77
MainStay Balanced FundDiversified PortfolioApr 30, 19890.81%
4.81%
7.44%
6.64%
55
MainStay Conservative Allocation FundDiversified PortfolioApr 3, 20050.10%
6.15%
5.70%
4.49%
68
MainStay Growth Allocation FundDiversified PortfolioApr 3, 20050.10%
10.12%
8.63%
4.64%
58
MainStay Candriam Emerging Markets Debt FundEmerging Markets BondsMay 31, 19981.15%
1.77%
6.51%
6.41%
74
MainStay Equity Allocation FundDiversified PortfolioApr 3, 20050.12%
11.99%
10.12%
5.46%
55
MainStay MacKay High Yield Corporate Bond Fund Cla...High Yield BondsMay 1, 19860.95%
1.40%
9.83%
5.98%
85
MainStay Short Term Bond FundShort-Term BondJan 2, 19910.40%
0.69%
2.32%
4.42%
86
MainStay MacKay High Yield Corporate Bond FundHigh Yield BondsMay 1, 19861.83%0.00%
MainStay Winslow Large Cap Growth FundLarge Cap Growth EquitiesJul 3, 19950.93%
5.92%
17.04%
23.01%
11
MainStay Moderate Allocation FundDiversified PortfolioApr 3, 20050.09%
8.09%
7.22%
5.10%
62
MainStay WMC Small Companies FundSmall Cap Blend EquitiesJan 12, 19870.97%
26.74%
9.27%
0.12%
90
MainStay WMC Enduring Capital FundLarge Cap Blend EquitiesJun 1, 19980.91%
-0.33%
10.40%
4.08%
1
MainStay S&P 500 Index FundLarge Cap Blend EquitiesJan 2, 19910.25%
11.43%
15.36%
1.12%
74

Rows per page

1–20 of 26

Explore top New York Life Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best New York Life Mutual funds by Risk/Return Score

The top New York Life Mutual funds by PortfoliosLab Risk/Return Score are EPSYX (92) and MOPIX (90). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing New York Life Mutual funds Over 5 Years

The top New York Life Mutual funds is CSHZX (21.50%). Across the lineup, New York Life Mutual funds show an average 1-year return of 18.45% and an average 5-year return of 8.73%, providing a clearer view of performance across different investment horizons.

Lowest-Cost New York Life Mutual funds

The top New York Life Mutual funds is MMRIX (0.09%). With an average expense ratio of 0.73%, New York Life Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield New York Life Mutual funds

The top New York Life Mutual funds is MLAAX (23.01%). Across the lineup, New York Life Mutual funds show an average dividend yield of 5.10%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Top Mutual funds Issuers


Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.