NYLI Moderate Allocation Fund
Shareclass
NYLI Moderate Allocation Investor Class (MMRDX)
Type
Open-end mutual fund
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
NYLI Moderate Allocation Fund MMRDX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. National Bank of Canada<0.01% of assets$123 invested
- 2. Transurban Group<0.01% of assets$71,648 invested
- 3. GPT Group<0.01% of assets$19,733 invested
- 4. QBE Insurance Group Ltd<0.01% of assets$48,697 invested
- 5. Allianz SE0.02% of assets$124,586 invested
- 6. International Flavors & Fragrances Inc<0.01% of assets$23,589 invested
- 7. AstraZeneca PLC ADR0.16% of assets$1.25M invested
- 8. AstraZeneca PLC0.11% of assets$862,391 invested
- 9. Qantas Airways Ltd<0.01% of assets$15 invested
- 10. ASX Ltd<0.01% of assets$19,528 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GRAIL Inc<0.01% of assets$17,325 invested
- 2. TG Therapeutics Inc<0.01% of assets$48,183 invested
- 3. TKO Group Holdings Inc<0.01% of assets$24,303 invested
- 4. KBC Ancora SA<0.01% of assets$2 invested
- 5. Gav-Yam Lands Corp Ltd<0.01% of assets$0 invested
- 6. Shopify Inc Registered Shs -A- Subord Vtg0.17% of assets$1.32M invested
- 7. Supernus Pharmaceuticals Inc<0.01% of assets$24,961 invested
- 8. Tuas Ltd Ordinary Shares<0.01% of assets$0 invested
- 9. Constellation Software Inc0.27% of assets$2.19M invested
- 10. Dyne Therapeutics Inc Ordinary Shares<0.01% of assets$11,698 invested
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Financial performance
Performance data provided by
Find more financial data on MMRDX at Morningstar.com
Find more financial data on MMRDX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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