WRNDNYLI Global Equity R&D Leaders ETF
Seeks investment results that correspond to the price and yield performance of the NYLI Global Equity R&D Leaders Index.
By New York Life Investment Management LLC · Launched 2022
Annual Cost
0.18%
#763 of 5,861 · low cost
Fund Size
$10M
#4,868 of 5,861 · small
Return (1Y)Goal
+26.0%
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 fundWhat it actually holds
By weightConcentration
Top 10 holdings = 49.1% of fundmoderately concentrated
ALPHABET INC
7.9%
NVIDIA CORP
7.5%
APPLE INC
6.2%
AMAZON.COM INC
4.6%
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD
4.5%
MICROSOFT CORP
4.4%
ASML HOLDING NV
4.2%
BROADCOM INC
3.9%
META PLATFORMS INC
3.3%
ASTRAZENECA PLC
2.6%
Asset allocation
Stocks
99.8%
Preferred
0.1%
By sector
Technology
52.9%
Industrials
13.0%
Communication
11.9%
Healthcare
11.9%
Consumer Cyclical
7.9%
Consumer Defensive
1.5%
Basic Materials
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.9%Moderate
Year-on-year price swings
Max drawdown
-27.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.90Decent risk-adjusted returns
Sortino (3Y)
1.33Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correspond to the price and yield performance of the NYLI Global Equity R&D Leaders Index.
- Strategy
- Employs a passive management approach designed to track the NYLI Global Equity R&D Leaders Index, investing in large- and mid-cap equities of innovative companies around the world focused on long-term growth through R&D. The Fund invests at least 80% of its net assets in the index components, which are ranked based on R&D spending to sales and return on invested capital.
- Inception date
- February 8, 2022
- Fund family
- New York Life Investment Management LLC
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Data updated on 2026-08-04