IWFGNYLI Winslow Focused Large Cap Growth ETF
Seeks long-term growth of capital.
By New York Life Investment Management LLC · Launched 2022
Annual Cost
0.46%
#2,346 of 5,861 · average
Fund Size
$61M
#3,442 of 5,861 · mid-size
Return (1Y)Goal
+0.9%
Track Record
4 years
#2,646 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,064+0.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 67.6% of fundconcentrated
NVIDIA CORP
14.3%
MICROSOFT CORP
9.1%
APPLE INC
8.6%
ALPHABET INC
8.3%
AMAZON.COM INC
6.9%
BROADCOM INC
4.7%
GE VERNOVA INC
4.4%
META PLATFORMS INC
4.1%
TRANE TECHNOLOGIES PLC
3.7%
ANALOG DEVICES INC
3.4%
Asset allocation
Stocks
98.7%
Preferred
1.3%
By sector
Technology
54.2%
Communication
13.2%
Industrials
11.5%
Consumer Cyclical
11.1%
Healthcare
5.5%
Financial Services
4.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.5%Moderate
Year-on-year price swings
Max drawdown
-22.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.82Decent risk-adjusted returns
Sortino (3Y)
1.19Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a portfolio primarily invested in large capitalization companies with market capitalizations over $4 billion, focusing on domestic securities. The Subadvisor selects companies with potential for above-average earnings growth and evaluates ESG factors as part of the investment process.
- Inception date
- June 23, 2022
- Fund family
- New York Life Investment Management LLC
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Data updated on 2026-08-04