WRNDNYLI Global Equity R&D Leaders ETF
Seeks investment results that correspond to the price and yield performance of its underlying index.
By New York Life Investment Management LLC · Launched 2022
Annual Cost
0.18%
#884 of 5,562 · low cost
Fund Size
$11M
#4,724 of 5,562 · small
Return (1Y)Goal
+32.5%
Track Record
4 years
#2,607 of 5,562 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$13,406+34.1%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 48.9% of fundmoderately concentrated
NVIDIA Corp
7.8%
Alphabet Inc
7.2%
Microsoft Corp
5.8%
Apple Inc
4.7%
TSMC
4.7%
Amazon.com Inc
4.6%
ASML Holding NV
4.1%
Meta Platforms Inc
4.0%
Broadcom Inc
3.6%
Eli Lilly & Co
2.5%
Asset allocation
Stocks
100.0%
Preferred
0.0%
By sector
Technology
52.8%
Industrials
12.9%
Communication
12.4%
Healthcare
11.3%
Consumer Cyclical
8.3%
Consumer Defensive
1.4%
Basic Materials
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.8%Moderate
Year-on-year price swings
Max drawdown
-27.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.46Good downside protection
Where to buy
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond to the price and yield performance of its underlying index.
- Strategy
- Employs a passive management approach to track the NYLI Global Equity R&D Leaders Index, which includes large- and mid-cap companies globally committed to innovation through R&D spending. Invests at least 80% in index components.
- Inception date
- February 8, 2022
- Fund family
- New York Life Investment Management LLC
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Data updated on 2026-06-20