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New York Life Agents Progress-Sharing Investment Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Mainstay Income Builder Fund Class R6BU.S. All Cap10fund risk0.79%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXDU.S. Large Cap21fund risk0.02%
Mainstay Epocj U.S. All Cap Fund Class R6AU.S. All Cap22fund risk0.9%
Fidelity Mid Cap IndexFSMDXC++U.S. Mid Cap24fund risk0.04%
MainStay Epoch U.S. Small Cap Fund Class IMOPIXF++U.S. Small Cap31fund risk1.04%
Fidelity Small Cap IndexFSSNXC++U.S. Small Cap31fund risk0.05%
U.S. Equities - Growth     
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXF--U.S. Large Cap - Growth25fund risk0.6%
U.S. Equities - Value     
MFS Value Fund Class R6MEIKXD+U.S. Mega Cap - Value21fund risk0.56%
AMG Managers Silvercrest Small Cap ZF++U.S. Small Cap - Value33fund risk1.15%
Specialty     
Principal Real Estate Securities Fund R6C--U.S. Real Estate27fund risk0.88%
Global & Intl. Equity     
Fidelity Global ex U.S. IndexFSGGXAInternational Large Cap18fund risk0.1%
MainStay International Equity Fund Class IMSIIXA-International Large Cap - Growth19fund risk1.14%
Bonds     
Fixed Dollar OptionCU.S. Cash / Money Market0fund risk0%
BlackRock High Yield Bond Portfolio Class KBRHYXB++Bond - U.S. High Yield7fund risk0.54%
Other     
MainStay Retirement 2030 Fund Class IMRTIX Other0fund risk0.12%
MainStay Retirement 2040 Fund Class IMSRYX Other0fund risk0.12%
MainStay Retirement 2050 Fund Class IMSRMX Other0fund risk0.12%
MainStay Retirement 2010 Fund Class IMYRIX Other0fund risk0.12%
MainStay Retirement 2020 Fund Class IMYRTX Other0fund risk0.12%
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