# NYLI Moderate Allocation Fund

NYLI Moderate Allocation Fund is a registered fund series of NEW YORK LIFE INVESTMENTS FUNDS TRUST (series S000028533). Net assets $803.8M as of 2026-04-30.

## Profile

- Series ID: S000028533
- Registrant: NEW YORK LIFE INVESTMENTS FUNDS TRUST
- LEI: 549300T35QNI41ZM6997
- Net assets: $803.8M
- Total assets: $804.4M
- As of: 2026-04-30
- Type: Fund of funds

## Advisers

- [New York Life Investment Management LLC (Advisor)](https://search.stillhousedata.com/firm/109591)

## Top holdings (35 reported)

_Showing 15 of 35 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NYLI U.S. Government Liquidity Fund](https://search.stillhousedata.com/security/56064L488) | — | $76.6M | 953.53% |
| [NYLI MacKay Total Return Bond Fund](https://search.stillhousedata.com/security/56064B431) | — | $50.7M | 630.67% |
| [NYLI MacKay Core Plus Bond ETF](https://search.stillhousedata.com/security/45409F785) | — | $50.4M | 627.22% |
| [NYLI Candriam U.S. Mid Cap Equity ETF](https://search.stillhousedata.com/security/45409B248) | — | $44.5M | 553.08% |
| [NYLI Candriam U.S. Large Cap Equity ETF](https://search.stillhousedata.com/security/45409B461) | — | $43.4M | 540.04% |
| [NYLI US Large Cap R&D Leaders ETF](https://search.stillhousedata.com/security/45409B263) | — | $43.3M | 538.51% |
| [NYLI WMC Growth Fund](https://search.stillhousedata.com/security/56064L504) | — | $42.6M | 530.33% |
| [NYLI MacKay U.S. Infrastructure Bond Fund](https://search.stillhousedata.com/security/56063N733) | — | $39.4M | 489.87% |
| [NYLI MacKay Securitized Income ETF](https://search.stillhousedata.com/security/45409F686) | — | $39.1M | 486.35% |
| [NYLI Floating Rate Fund](https://search.stillhousedata.com/security/56064L793) | — | $38.6M | 480.34% |
| [NYLI S&P 500 Index Fund](https://search.stillhousedata.com/security/56063J161) | — | $34.1M | 424.68% |
| [NYLI WMC International Research Equity Fund](https://search.stillhousedata.com/security/56063U638) | — | $31.3M | 388.77% |
| [NYLI Winslow Large Cap Growth ETF](https://search.stillhousedata.com/security/45409F769) | — | $28.1M | 349.45% |
| [NYLI WMC Value Fund](https://search.stillhousedata.com/security/56063N766) | — | $27.4M | 341.30% |
| [NYLI Epoch International Choice Fund](https://search.stillhousedata.com/security/56063J716) | — | $25.4M | 316.20% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-04-30 | $803.8M |
| 2026-01-31 | $803.1M |
| 2025-10-31 | $798.6M |
| 2025-07-31 | $777.0M |
| 2025-04-30 | $748.9M |
| 2025-01-31 | $805.4M |
| 2024-10-31 | $803.2M |
| 2024-07-31 | $812.2M |

## More

- [Registrant: NEW YORK LIFE INVESTMENTS FUNDS TRUST](https://search.stillhousedata.com/registrant/1469192)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000028533.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.