www.newyorklifeinvestments.com
Open in
urlscan Pro
23.36.162.220
Public Scan
Submitted URL: https://www.nylinvestments.com/mainstay/
Effective URL: https://www.newyorklifeinvestments.com/
Submission: On May 22 via api from US — Scanned from DE
Effective URL: https://www.newyorklifeinvestments.com/
Submission: On May 22 via api from US — Scanned from DE
Form analysis 4 forms found in the DOM
Name: nylsearch — GET /info/search
<form id="nylsearch" name="nylsearch" action="/info/search" method="get">
<fieldset>
<legend>
<p class="col-12 text-left mx-0 pl-0">
<label for="search-input">Search</label>
</p>
</legend>
<div class="row mx-0">
<div class="col-10 col-md-11 px-0">
<input type="text" name="q" autofocus="" placeholder="Type to search " aria-label="Type to search " id="search-input" class="cmp-search__input" autocomplete="off">
</div>
<div class="col-2 col-md-1 px-0 text-center">
<button type="submit" form="nylsearch" aria-label="Search Input Button" data-clear-label="Clear" data-submit-label="Submit" class="cmp-search__button nyl-button" title="Submit"><span class="btn-open-search btn-open"></span></button>
</div>
</div>
</fieldset>
</form>Name: EmailSubscribe_Form_MAR2020 — POST https://s2108552627.t.eloqua.com/e/f2
<form method="post" name="EmailSubscribe_Form_MAR2020" action="https://s2108552627.t.eloqua.com/e/f2" class="elq-form eloqua-email-subscribe" id="formId_033412688401485691684774876162">
<input value="EmailSubscribe_Form_MAR2020" type="hidden" name="elqFormName"> <input value="2108552627" type="hidden" name="elqSiteId"> <input name="elqCampaignId" type="hidden">
<div class="layout container-fluid">
<div class="row">
<div class="grid-layout-col">
<div class="layout-col col-sm-12 col-xs-12">
<div class="elq-field-style form-element-layout row">
<div style="text-align: left;" class="col-sm-12 col-xs-12">
<label class="elq-label" for="email-1514257056_13">Email Address <span class="elq-required">*</span>
</label>
</div>
<div class="col-sm-12 col-xs-12">
<div class="row">
<div class="col-xs-12">
<div class="field-control-wrapper">
<input type="text" id="email-1514257056_13" class="elq-item-input" placeholder="email@example.com" name="C_EmailAddress" value="" style="width: 100%;">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row">
<div class="grid-layout-col">
<div class="layout-col col-sm-12 col-xs-12">
<div class="elq-field-style form-element-layout row">
<div class="col-sm-12 col-xs-12">
<div class="row">
<div class="col-xs-12">
<div>
<label class="elq-label" for="submit-1514257056_13">Submit Button</label> <input type="Submit" class="submit-button-style" id="submit-1514257056_13" value="Subscribe">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<input type="hidden" name="C_UserRole" value="individual"> <input type="hidden" name="componentId" value="email-subscribe-1514257056_13"> <input type="hidden" name="elqCampaignId" value="">
<input type="hidden" name="redirectURL" value="https://www.newyorklifeinvestments.com/info/success"> <input type="hidden" name="cmpid" class="compId" value=""> <input type="hidden" name="pageURL" value="https://www.newyorklifeinvestments.com/">
<input type="hidden" name="elqCustomerGUID" value="E4367362315840E6AACD438EEFA71F0E">
<input type="hidden" name="elqCookieWrite" value="0">
</div>
</form>Name: HVT_Form_JUN2020 — POST https://s2108552627.t.eloqua.com/e/f2
<form method="post" name="HVT_Form_JUN2020" action="https://s2108552627.t.eloqua.com/e/f2" class="elq-form eloqua-high-value-task" target="_blank" id="formId_0066419188986029081684774876166">
<input value="HVT_Form_JUN2020" type="hidden" name="elqFormName">
<input value="2108552627" type="hidden" name="elqSiteId">
<div class="layout container-fluid">
<div class="row">
<div class="grid-layout-col">
<div class="layout-col col-sm-12 col-xs-12">
<div id="formElement0" class="elq-field-style form-element-layout row">
<div style="text-align:left;" class="col-sm-12 col-xs-12">
<label class="elq-label" for="fe279">Email <span class="elq-required">
</span>
</label>
</div>
<div class="col-sm-12 col-xs-12">
<div class="row">
<div class="col-xs-12">
<div class="field-control-wrapper">
<input type="text" class="elq-item-input" placeholder="email@example.com" name="C_EmailAddress" id="fe279" value="" style="width:100%;">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row">
<div class="grid-layout-col">
<div class="layout-col col-sm-12 col-xs-12">
<div id="formElement1" class="elq-field-style field-button form-element-layout row">
<div class="col-sm-12 col-xs-12">
<div class="row">
<div class="col-xs-12">
<div>
<input type="Submit" class="submit-button-style" value="Download" title="Download" id="fe281">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<input type="hidden" name="C_UserRole" id="fe285" value="individual">
<input type="hidden" name="elqCampaignId" id="fe280" value="">
<input type="hidden" name="redirectURL" id="fe283" value="">
<input type="hidden" name="cmpid" id="fe282" value="">
<input type="hidden" name="pageURL" id="fe284" value="https://www.newyorklifeinvestments.com/">
<input type="hidden" name="elqCustomerGUID" value="E4367362315840E6AACD438EEFA71F0E"> <input type="hidden" name="elqCookieWrite" value="0">
</div>
</form>Name: HVT_Form_JUN2020 — POST https://s2108552627.t.eloqua.com/e/f2
<form method="post" name="HVT_Form_JUN2020" action="https://s2108552627.t.eloqua.com/e/f2" class="elq-form eloqua-high-value-task-fa" id="formId_00536629862657381841684774876167">
<input value="HVT_Form_JUN2020" type="hidden" name="elqFormName">
<input value="2108552627" type="hidden" name="elqSiteId">
<div class="layout container-fluid">
<div class="row">
<div class="grid-layout-col">
<div class="layout-col col-sm-12 col-xs-12">
<div id="formElement0" class="elq-field-style form-element-layout row">
<div style="text-align:left;" class="col-sm-12 col-xs-12">
<label class="elq-label" for="fe271">Email <span class="elq-required">
</span>
</label>
</div>
<div class="col-sm-12 col-xs-12">
<div class="row">
<div class="col-xs-12">
<div class="field-control-wrapper">
<input type="text" class="elq-item-input" placeholder="email@example.com" name="C_EmailAddress" id="fe271" value="" style="width:100%;">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row">
<div class="grid-layout-col">
<div class="layout-col col-sm-12 col-xs-12">
<div id="formElement1" class="elq-field-style form-element-layout row">
<div class="col-sm-12 col-xs-12">
<div class="row">
<div class="col-xs-12">
<div>
<div class="single-checkbox-row row">
<input type="checkbox" name="C_CertifiedFA1" id="fe287">
<label class="checkbox-aligned elq-item-label" for="fe287">
</label>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row">
<div class="grid-layout-col">
<div class="layout-col col-sm-12 col-xs-12">
<div id="formElement2" class="elq-field-style field-button form-element-layout row">
<div class="col-sm-12 col-xs-12">
<div class="row">
<div class="col-xs-12">
<div>
<input type="Submit" class="submit-button-style" value="Submit" title="Submit" id="fe273">
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<input type="hidden" name="C_UserRole" id="fe277" value="individual">
<input type="hidden" name="elqCampaignId" id="fe272" value="">
<input type="hidden" name="redirectURL" id="fe275" value="">
<input type="hidden" name="cmpid" id="fe274" value="">
<input type="hidden" name="pageURL" id="fe276" value="https://www.newyorklifeinvestments.com/">
<input type="hidden" name="elqCustomerGUID" value="E4367362315840E6AACD438EEFA71F0E"> <input type="hidden" name="elqCookieWrite" value="0">
</div>
</form>Text Content
Accounts Contact Us Rethinking Portfolios Rethinking Portfolios Overview Insights Insights Overview Investment Solutions Solutions Overview INVESTMENT SOLUTIONS * MainStay Mutual Funds * IndexIQ ETFs * Closed End Fund * ESG * Variable Portfolios * Indexes View Product Performance ASSET CLASSES * Alternatives * Equities * Fixed Income * Multi-Asset -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Resources Resources Overview RESOURCES * Literature * Product Prospectuses and Reports * Tax Center * Subscription Center * Investor Education View All Resources Literature Access to our extensive library of product and market insights and materials. Get the Latest Who We Are Who We Are Overview WHO WE ARE * Our Business * Our History * Our Executives * Our Portfolio Managers * Our Difference * Who We Serve * Global Boutiques * News * Careers View All Who We Are Invest for Good with IQ Dual Impact ETFs Our suite of ESG ETFs seek to impact your portfolio's potential and the world. Learn More Accounts Contact Us Individual Investor * Individual Investor * Financial Advisor * Retirement Specialist * Institutional Investor Search RESTORE BALANCE – CHECKING IN ON THE 60/40 PORTFOLIO In our latest report, we highlight why it may be time to consider rebalancing and reallocating – and how to do it. Get Our Insights ONE-ON-ONE PHILOSOPHY. MULTI-BOUTIQUE APPROACH. We take the time to invest in our clients, identifying new ideas and opportunities for growth. Our one-on-one philosophy, long-lasting focus, and multi-boutique approach allows us to provide insight-driven investment strategies for immediate and long-term goals. ONE-ON-ONE PHILOSOPHY. MULTI-BOUTIQUE APPROACH. We take the time to invest in our clients, identifying new ideas and opportunities for growth. Our one-on-one philosophy, long-lasting focus, and multi-boutique approach allows us to provide insight-driven investment strategies for immediate and long-term goals. Multi-Boutique Approach Our multi-boutique approach offers diverse, independent thinking that translates to thoughtful solutions that seek to deliver client outcomes. Learn More Learn More Investment Strategies Our strategies span all asset classes delivering solutions across the risk spectrum to help meet investor needs. Learn More Learn More Gain From Our Insights Our family of boutiques offer deep domain expertise and diversity of thought, providing you with the perspective you need in today’s complex marketplace. Learn More Learn More Bank Failures Intensify Market Volatility Our highly specialized investment professionals assess the recent turmoil in the U.S. banking sector and its implications for investors. Read Our Insights Market Insights Straight from the Source Listen to bite-sized audio reports on the latest market trends from the seasoned professionals at New York Life Investments. Listen & Subscribe for Free MAINSTAY MAKES THE GRADE 2022 was a chance for active managers to prove their prowess and MainStay Funds did not disappoint. As seen in Barron’s, MainStay Funds ranked #7 overall and #2 in the Taxable Bond Group as of 12/31/22, out of 49 fund families.1 Barron's Fund Family Rankings are based on one-year relative performance. Learn About Our Solutions LATEST PERSPECTIVES Previous 7 MIN READ Perspectives May 1, 2023 THE RECESSION PLAYBOOK: THREE ALL-WEATHER STRATEGIES Types of investing strategies that have historically displayed 3 MIN READ Perspectives April 18, 2023 LIQUIDITY MANAGEMENT IS CRITICAL Liquidity management is a critical, yet often overlooked feature of an actively managed approach. 3 MIN READ Perspectives April 13, 2023 BANKS, BONDS, AND A RALLY IN STOCKS OR “FEAR AND LOATHING IN SILICON VALLEY” March was quite a month for the bond market, which is saying something given everything else that grabbed headlines during the month that was. 5 MIN AUDIOGRAM Perspectives May 18, 2023 AUDIOGRAM INSIGHTS | NEW YORK LIFE INVESTMENTS Our audio insights series provides you with ongoing perspectives directly from the seasoned investment professionals at New York Life Investments. 1 MIN VIDEO Multi-Asset Solutions team May 15, 2023 THINKING BEYOND DE-GLOBALIZATION Our Multi-Asset team shares why they believe now is the time for investors to take a fresh look at their portfolio allocation. 10 MIN PODCAST Multi-Asset Solutions team MAY 15, 2023 MARKET MATTERS PODCAST Earnings growth is negative this quarter, but nobody’s talking about it. 6 MIN PODCAST Perspectives May 12, 2023 THE MUNI 360 PODCAST What’s up this week in the municipal markets? Find out. 5 MIN READ Multi-Asset Solutions team May 12, 2023 MULTI-ASSET SOLUTIONS – INSIGHTS: MOTHERS OF THE MARKET In honor of Mother’s Day, our Multi-Asset team pays tribute to three remarkable women, and offers insight into current market themes. 8 MIN READ Perspectives May 8, 2023 A GOLDEN OPPORTUNITY California municipal bonds delivered value to investors by providing both tax-free income where applicable and strong relative performance compared to the broader municipal market over the 10-year period ended 3/31/23. 7 MIN READ Perspectives May 1, 2023 THE RECESSION PLAYBOOK: THREE ALL-WEATHER STRATEGIES Types of investing strategies that have historically displayed 3 MIN READ Perspectives April 18, 2023 LIQUIDITY MANAGEMENT IS CRITICAL Liquidity management is a critical, yet often overlooked feature of an actively managed approach. 3 MIN READ Perspectives April 13, 2023 BANKS, BONDS, AND A RALLY IN STOCKS OR “FEAR AND LOATHING IN SILICON VALLEY” March was quite a month for the bond market, which is saying something given everything else that grabbed headlines during the month that was. 5 MIN AUDIOGRAM Perspectives May 18, 2023 AUDIOGRAM INSIGHTS | NEW YORK LIFE INVESTMENTS Our audio insights series provides you with ongoing perspectives directly from the seasoned investment professionals at New York Life Investments. 1 MIN VIDEO Multi-Asset Solutions team May 15, 2023 THINKING BEYOND DE-GLOBALIZATION Our Multi-Asset team shares why they believe now is the time for investors to take a fresh look at their portfolio allocation. 10 MIN PODCAST Multi-Asset Solutions team MAY 15, 2023 MARKET MATTERS PODCAST Earnings growth is negative this quarter, but nobody’s talking about it. 6 MIN PODCAST Perspectives May 12, 2023 THE MUNI 360 PODCAST What’s up this week in the municipal markets? Find out. 5 MIN READ Multi-Asset Solutions team May 12, 2023 MULTI-ASSET SOLUTIONS – INSIGHTS: MOTHERS OF THE MARKET In honor of Mother’s Day, our Multi-Asset team pays tribute to three remarkable women, and offers insight into current market themes. 8 MIN READ Perspectives May 8, 2023 A GOLDEN OPPORTUNITY California municipal bonds delivered value to investors by providing both tax-free income where applicable and strong relative performance compared to the broader municipal market over the 10-year period ended 3/31/23. 7 MIN READ Perspectives May 1, 2023 THE RECESSION PLAYBOOK: THREE ALL-WEATHER STRATEGIES Types of investing strategies that have historically displayed 3 MIN READ Perspectives April 18, 2023 LIQUIDITY MANAGEMENT IS CRITICAL Liquidity management is a critical, yet often overlooked feature of an actively managed approach. 3 MIN READ Perspectives April 13, 2023 BANKS, BONDS, AND A RALLY IN STOCKS OR “FEAR AND LOATHING IN SILICON VALLEY” March was quite a month for the bond market, which is saying something given everything else that grabbed headlines during the month that was. Next * 1 * 2 * 3 WHO WE ARE A global asset manager leveraging the domain expertise of our boutique investment model and 175-year history of our parent, New York Life. Learn More View Our Client Relationship Summary > How Barron’s Ranks the Fund Families: All mutual and exchange-traded funds are required to report their returns after fees are deducted—to regulators as well as in advertising and marketing material—to better reflect what investors have actually experienced. But our aim is to measure manager skill, independent of expenses beyond annual management fees. That’s why we calculate returns before any 12b-1 marketing fees are deducted. Similarly, fund loads, or sales charges, aren’t included in our calculation of returns. Each fund’s performance is measured against all of the other funds in its Refinitiv Lipper category, with a percentile ranking of 100 being the highest and one the lowest. This result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that boosts its overall ranking; poor performance in its biggest funds hurts a firm’s ranking. To be included in the ranking, a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. Single-sector and country equity funds are factored into the rankings as general equity. We exclude all passive index funds, including pure index, enhanced index, and index-based, but include actively managed ETFs and so-called smart-beta ETFs, which are passively managed but created from active strategies. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the one-year results in 2022 were general equity, 36.1%; mixed asset, 22%; world equity, 16%; taxable bond, 21.5%; and tax-exempt bond, 4.5%. (Weightings don’t always add up to 100% because of rounding.) The category weightings for the five-year results were general equity, 36.1%; mixed asset, 22.7%; world equity, 16%; taxable bond, 21%; and tax-exempt bond, 4.3%. For the 10-year list, they were general equity, 36.6%; mixed asset, 23%; world equity, 15.9%; taxable bond, 20.1%; and tax-exempt bond, 4.4%. The scoring: Say a fund in the general U.S. equity category has $500 million in assets, accounting for half of the firm’s assets in that category, and its performance lands it in the 75th percentile for the category. The first calculation would be 75 times 0.5, which comes to 37.5. That score is then multiplied by 36.1%, general equity’s overall weighting in Lipper’s universe. So, it would be 37.5 times 0.361, which equals 13.5. Similar calculations are done for each fund in our study. Then the numbers are added for each category and overall. The shop with the highest total score wins. The same process is repeated to determine the five- and 10-year rankings. 1. Source: Barron’s, as of 12/31/2022. Overall, MainStay Funds ranked number 7 for the one-year period, 4 for the five-year period, and 15 for the 10-year period ended December 31, 2022, out of 49, 49, and 47 fund families, respectively. Past performance is no guarantee of future results, which will vary. For the most recent MainStay Funds performance, please visit our web site at newyorklifeinvestments.com. GLOBAL BOUTIQUES GLOBAL BOUTIQUES * Apogem Capital * Ausbil * Candriam * IndexIQ * Kartesia * MacKay Shields * NYL Investors * Tristan Capital Partners CONNECT WITH US SUBSCRIBE Sign up to get the latest on ideas and insights that matter most to you. Email Address * Submit Button Investing involves risk, including possible loss of principal. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus, or summary prospectus, and the statement of additional information include this and other relevant information about the Funds and are available by calling (888) 474-7725 for IndexIQ ETFs and 800-624-6782 for MainStay Funds®. Read the prospectus carefully before investing. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective. The MainStay Funds® are managed by New York Life Investment Management LLC and distributed through NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, a wholly owned subsidiary of New York Life Insurance Company. NYLIFE Distributors LLC is a Member of FINRA/SIPC. IndexIQ® is an indirect wholly owned subsidiary of New York Life Investment Management Holdings LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson Street, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member FINRA/SIPC. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. The mutual funds may be offered and sold only to persons in the United States. The products and services of New York Life Investments' boutiques are not available in all jurisdictions or regions where such provision would be contrary to local laws or regulations. * ©2023 New York Life Investment Management LLC. All rights reserved. * New York Life * Careers * Privacy and Other Policies * Legal Notice * Customer Identification Notice * Do Not Sell or Share My Personal Information YOU ARE NOW LEAVING THE NEW YORK LIFE INVESTMENTS WEB SITE. YOU ASSUME TOTAL RESPONSIBILITY AND RISK FOR YOUR USE OF THE SITE(S) TO WHICH YOU ARE LINKING. × The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. Neither the Company, New York Life nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites. Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Cancel Continue Individual Investor * Individual Investor * Financial Advisor * Retirement Specialist * Institutional Investor HOW WE USE COOKIES New York Life Investments uses cookies to personalize and improve your site experience and provide you with information about products and services tailored to your interests. When selecting ‘Accept and Continue’ you accept all categories of cookies. For more information about the types of cookies we use and how you can disable certain cookies, please visit our “Online Privacy Policy” which can be found under “Privacy and Other Policies". Accept and Continue SELECT YOUR ROLE Please select your role so we can personalize the site to meet your needs * Individual Investor * Financial Advisor * Retirement Specialist * Institutional Investor ALMOST THERE ! × Please enter your email to download: Email Email The New York Life Family of Companies does not “sell” personal information as that term is defined in the California Privacy Rights and Enforcement Act (CPRA). The CPRA has a separate definition for the term “sharing”, which includes disclosing or making available a consumer's personal information to a third party for cross-context behavioral advertising. We may “share” certain limited personal information with third parties such as advertising technology partners and ad networks, for cross-context behavioral advertising when we engage such third parties to assist with our digital advertising efforts. These third parties use cookies and similar technologies to collect and store information to enable cross-contextual advertising. This includes information about your activities on our websites (such as pages viewed and links clicked on), and your general geolocation, IP address, unique personal identifier, online identifier and similar identifiers to display advertising about our products and services that are tailored to your individual interests. You may see these ads for our products and services when you visit other websites. Pursuant to the CPRA, California residents have the right to opt out of this sharing. To opt out, turn off the switch below and click “Confirm my Choice” or use the opt-out preference signal on your browser, which we process in a frictionless manner. The opt-out preference signal will apply to your browser. Note that after you opt out, you might still see advertisements from the New York Life Family of Companies that are not caused by us sharing your personal information with third parties. Please also note that your opt-out will apply only to the New York Life Family of Companies website you are opting out on (unless you use the opt-out preference signal on your browser). If you clear your cache and cookies on your browser, your opt-out will no longer be effective and you will need to opt-out again. STRICTLY NECESSARY COOKIES Always Active These cookies are necessary for the website to function and cannot be switched off in our systems. SHARE PERSONAL INFORMATION WITH THIRD PARTIES FOR CROSS-CONTEXT BEHAVIORAL ADVERTISING Share personal information with third parties for cross-context behavioral advertising To opt out, turn off the switch above and click “Confirm My Choice.” Back Button PERFORMANCE COOKIES Search Icon Filter Icon Clear checkbox label label Apply Cancel Consent Leg.Interest Switch Label label Switch Label label Switch Label label Confirm My Choice