Morningstar

NYLIM Conservative Allocation Class C MCKCX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 12.64  /  0.00
  • Total Assets 359.8M
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.300%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 2.24%
  • Turnover 14%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 6:46 AM GMT+0

Morningstar’s Analysis MCKCX

Will MCKCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MCKCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MCKCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MCKCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI Conservative Allocation Class C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MCKCX

More MCKCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NYLIM MacKay Core Plus Bond ETF

10.82 39M
—

NYLIM MacKay Total Return Bond Class R6

10.82 39M
—

NYLIM U.S. Government Liquidity Class I

9.43 34M
Cash and Equivalents

NYLIM MacKay U.S. Infras Bd Cl R6

8.40 30M
—

NYLIM MacKay Securitized Income ETF

8.39 30M
—

NYLIM Floating Rate Class R6

7.55 27M
—

NYLIM U.S. Large Cap R&D Leaders ETF

5.66 20M
—

NYLIM MacKay High Yld Corp Bd Cl R6

3.76 13M
—

NYLIM MacKay High Income ETF

3.75 13M
—

NYLIM Candriam U.S. Mid Cap Equity ETF

3.45 12M
—

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