Morningstar

NYLIM Moderate Allocation Class I MMRIX

Medalist Rating as of Aug 31, 2026 See New York Life Investment Management Investment Hub

Strategy

The investment seeks long-term growth of capital and, secondarily, current income. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in mutual funds and ETFs managed by New York Life Investments or its affiliates. It seeks to achieve its investment objective by normally investing approximately 60% (within a range of 50% to 70%) of its assets in underlying equity funds, and approximately 40% (within a range of 30% to 50%) of its assets in Underlying Fixed-Income funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MMRIX	NYLIM Moderate Allocation Class I	Institutional	Open			Apr 4, 2005	$8.42M	0.630%	Below Average	$1M	−$677,347.10
MMRAX	NYLIM Moderate Allocation Class A	Front Load	Open			Apr 4, 2005	$700.76M	0.880%	Below Average	$15,000	−$52.51M
MMRDX	NYLIM Moderate Allocation Investor Class	Front Load	Open			Feb 28, 2008	$58.14M	1.070%	Above Average	$1,000	−$14.07M
MMRCX	NYLIM Moderate Allocation Class C	Level Load	Open			Apr 4, 2005	$6.06M	1.820%	Above Average	$1,000	−$2.27M
MMRSX	NYLIM Moderate Allocation SIMPLE Class	Level Load	Open			Aug 31, 2020	$17.81M	1.130%	Below Average	$1,000	$1.72M

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