Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | NYLI Equity Allocation Fund · MGXNX, MGXAX, MGXCX, MGXIX, MGXSX | 80% | 0.63% | New York Life Investment Management LLC |
| 2 | NYLI Moderate Allocation Fund · MMRDX, MMRAX, MMRCX, MMRIX, MMRSX cheaper | 80% | 0.58% | New York Life Investment Management LLC |
| 3 | NYLI Conservative Allocation Fund · MCKNX, MCKAX, MCKCX, MCKIX, MCKSX | 60% | 0.60% | New York Life Investment Management LLC |
| 4 | NYLI VP Growth Allocation Portfolio | 51% | 0.60% | New York Life Investment Management LLC |
| 5 | NYLI VP Equity Allocation Portfolio | 45% | 0.65% | New York Life Investment Management LLC |
| 6 | NYLI VP Moderate Allocation Portfolio cheaper | 42% | 0.55% | New York Life Investment Management LLC |
| 7 | NYLI VP Conservative Allocation Portfolio cheaper | 34% | 0.51% | New York Life Investment Management LLC |
| 8 | NYLI VP MacKay Convertible Portfolio cheaper | 10% | 0.57% | New York Life Investment Management LLC |
| 9 | NYLI VP PIMCO Real Return Portfolio | 6% | 0.82% | New York Life Investment Management LLC |
| 10 | NYLI VP Small Cap Growth Portfolio | 6% | 0.85% | New York Life Investment Management LLC |
| 11 | NYLI Epoch International Choice Fund · ICELX, ICEVX, ICEWX, ICEUX, ICERX | 5% | 0.90% | New York Life Investment Management LLC |
| 12 | NYLI MacKay Convertible Fund · MCOAX, MCSVX, MCCVX, MCINX, MCNVX | 4% | 0.59% | New York Life Investment Management LLC |
| 13 | NYLI Cushing MLP Premier Fund · CSHAX, CSHCX, CSHZX, CSHNX | 4% | 1.22% | New York Life Investment Management LLC |
| 14 | NYLI VP Schroders Mid Cap Opportunities Portfolio | 3% | 0.83% | New York Life Investment Management LLC |
| 15 | NYLI VP Janus Henderson Balanced Portfolio cheaper | 3% | 0.57% | New York Life Investment Management LLC |
| 16 | NYLI Income Builder Fund · MTRAX, MKTRX, MCTRX, MTOIX, MTINX, MTODX, MTISX | 2% | 0.69% | New York Life Investment Management LLC |
| 17 | NYLI Growth ETF Allocation Fund · MOEAX, MOECX, MOEIX, MOERX, MOEVX cheaper | 2% | 0.56% | New York Life Investment Management LLC |
| 18 | NYLI Moderate ETF Allocation Fund · MDAKX, MDAIX, MDARX, MDAAX, MDAVX cheaper | 2% | 0.51% | New York Life Investment Management LLC |
| 19 | NYLI VP Winslow Large Cap Growth Portfolio | 2% | 0.74% | New York Life Investment Management LLC |
| 20 | NYLI VP CBRE Global Infrastructure Portfolio | 2% | 0.95% | New York Life Investment Management LLC |
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