LRNDNYLI U.S. Large Cap R&D Leaders ETF
Tracks the NYLI U.S. Large Cap R&D Leaders Index.
By New York Life Investment Management LLC · Launched 2022
Annual Cost
0.14%
#523 of 5,861 · low cost
Fund Size
$374M
#1,827 of 5,861 · large
Return (1Y)Goal
+30.1%
Track Record
4 years
#2,546 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,877+28.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
General Innovation
Index tracked
NYLI US Large Cap R&D Leaders Index
What it actually holds
By weightConcentration
Top 10 holdings = 69.1% of fundconcentrated
NVIDIA CORP
14.8%
APPLE INC
12.7%
MICROSOFT CORP
10.2%
ALPHABET INC
10.1%
ELI LILLY & COMPANY
5.2%
AMAZON.COM INC
4.6%
BROADCOM INC
4.6%
META PLATFORMS INC
4.2%
CISCO SYSTEMS INC
1.5%
LAM RESEARCH CORP
1.3%
Asset allocation
Stocks
99.7%
Preferred
0.3%
By sector
Technology
59.6%
Communication
14.1%
Healthcare
10.8%
Consumer Cyclical
7.3%
Industrials
5.6%
Consumer Defensive
1.6%
Basic Materials
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.9%Moderate
Year-on-year price swings
Max drawdown
-23.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.00Strong risk-adjusted returns
Sortino (3Y)
1.47Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the NYLI U.S. Large Cap R&D Leaders Index.
- Strategy
- Employs a passive management approach to track the NYLI U.S. Large Cap R&D Leaders Index, investing in U.S. large-cap companies committed to R&D and innovation. Focuses on sectors like information technology, health care, and communication services, with a long-term growth spending emphasis.
- Inception date
- February 8, 2022
- Fund family
- New York Life Investment Management LLC
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Data updated on 2026-08-05