Nasdaq - Delayed Quote USD

NYLI Growth ETF Allocation Class C (MOECX)

14.23
+0.29
+(2.08%)
At close: 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.43%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (May 12, 2025) 15.55%
Worst 1Y Total Return (May 12, 2025) --
Best 3Y Total Return 15.55%
Worst 3Y Total Return 2.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MOECX
Category
YTD
-2.28%
0.00%
1-Month
0.07%
0.00%
3-Month
-4.79%
0.00%
1-Year
7.22%
0.00%
3-Year
6.32%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
14.56%
0.00%
Last Bear Market
-13.89%
0.00%

Annual Total Return (%) History

Year
MOECX
Category
2025
--
--
2024
11.43%
--
2023
15.55%
--
2022
-15.52%
--
2021
14.17%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.35% -- -- --
2024 5.68% 0.66% 6.22% -1.38%
2023 4.72% 4.25% -3.67% 9.88%
2022 -5.00% -13.89% -4.92% 8.62%
2021 4.32% 5.36% -1.31% 5.25%
2020 5.90% 11.79% -- --

Rank in Category (By Total Return)

YTD 94
1-Month 63
3-Month 92
1-Year 81
3-Year 71
5-Year --

Load Adjusted Returns

1-Year 6.22%
3-Year 6.32%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.43%
5y Average Return 0.00%
Rank in Category (ytd) 94
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category --
Fund Family New York Life Investment Management LLC
Net Assets 134.64M
YTD Return -2.28%
Yield 0.74%
Morningstar Rating
Inception Date Aug 31, 2020

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objective by investing in unaffiliated passively-managed exchange-traded funds (the "Underlying ETFs"). It seeks to achieve its investment objective by normally investing approximately 80% (within a range of 70% to 90%) of its assets in Underlying Equity ETFs, and approximately 20% (within a range of 10% to 30%) of its assets in Underlying Fixed-Income ETFs. The fund may invest approximately 20% (within a range of 10% to 30%) of its assets in Underlying International Equity ETFs.

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