IWLGNYLI Winslow Large Cap Growth ETF
Seeks long-term growth of capital.
By New York Life Investment Management LLC · Launched 2022
Annual Cost
0.50%
#2,660 of 5,854 · average
Fund Size
$321M
#1,932 of 5,854 · large
Return (1Y)Goal
+4.2%
Track Record
4 years
#2,645 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,380+3.8%
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 = 61.0% of fundconcentrated
NVIDIA CORP
12.5%
ALPHABET INC
10.3%
APPLE INC
8.7%
BROADCOM INC
7.4%
MICROSOFT CORP
5.9%
AMAZON.COM INC
5.1%
META PLATFORMS INC
4.2%
NETFLIX INC
2.6%
MASTERCARD INC
2.3%
ELI LILLY & COMPANY
2.0%
Asset allocation
Stocks
99.2%
Preferred
0.8%
By sector
Technology
49.5%
Communication
16.1%
Industrials
13.2%
Consumer Cyclical
9.0%
Financial Services
5.8%
Healthcare
5.2%
Basic Materials
1.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.7%Moderate
Year-on-year price swings
Max drawdown
-23.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.14Good 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, focusing on domestic securities. The Subadvisor seeks companies with above-average growth potential and evaluates ESG factors as part of its investment process.
- Inception date
- June 23, 2022
- Fund family
- New York Life Investment Management LLC
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Data updated on 2026-08-03