# NYLI Equity Allocation Fund

NYLI Equity Allocation Fund is a registered fund series of NEW YORK LIFE INVESTMENTS FUNDS TRUST (series S000028535). Net assets $495.2M as of 2026-04-30.

## Profile

- Series ID: S000028535
- Registrant: NEW YORK LIFE INVESTMENTS FUNDS TRUST
- LEI: 549300Q018OBXY4NNP12
- Net assets: $495.2M
- Total assets: $495.9M
- 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 (28 reported)

_Showing 15 of 28 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NYLI Candriam U.S. Mid Cap Equity ETF](https://search.stillhousedata.com/security/45409B248) | — | $48.6M | 981.26% |
| [NYLI WMC Growth Fund](https://search.stillhousedata.com/security/56064L504) | — | $42.4M | 855.23% |
| [NYLI Candriam U.S. Large Cap Equity ETF](https://search.stillhousedata.com/security/45409B461) | — | $38.9M | 785.27% |
| [NYLI WMC Small Companies Fund](https://search.stillhousedata.com/security/56064B407) | — | $35.5M | 716.20% |
| [NYLI WMC Value Fund](https://search.stillhousedata.com/security/56063N766) | — | $32.3M | 652.66% |
| [NYLI Epoch U.S. Equity Yield Fund](https://search.stillhousedata.com/security/56064L702) | — | $31.0M | 625.74% |
| [NYLI WMC International Research Equity Fund](https://search.stillhousedata.com/security/56063U638) | — | $29.8M | 601.05% |
| [NYLI Epoch International Choice Fund](https://search.stillhousedata.com/security/56063J716) | — | $26.8M | 542.03% |
| [NYLI Candriam Emerging Markets Equity Fund](https://search.stillhousedata.com/security/56064L520) | — | $26.5M | 536.07% |
| [NYLI Winslow Large Cap Growth ETF](https://search.stillhousedata.com/security/45409F769) | — | $26.5M | 535.51% |
| [NYLI US Large Cap R&D Leaders ETF](https://search.stillhousedata.com/security/45409B263) | — | $26.1M | 527.50% |
| [NYLI S&P 500 Index Fund](https://search.stillhousedata.com/security/56063J161) | — | $25.2M | 507.93% |
| [NYLI Candriam International Equity ETF](https://search.stillhousedata.com/security/45409B453) | — | $24.1M | 485.75% |
| [NYLI Fiera SMID Growth Fund](https://search.stillhousedata.com/security/56065F449) | — | $18.2M | 366.73% |
| [NYLI U.S. Government Liquidity Fund](https://search.stillhousedata.com/security/56064L488) | — | $15.4M | 309.97% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-04-30 | $495.2M |
| 2026-01-31 | $488.5M |
| 2025-10-31 | $476.1M |
| 2025-07-31 | $454.1M |
| 2025-04-30 | $426.6M |
| 2025-01-31 | $465.1M |
| 2024-10-31 | $460.9M |
| 2024-07-31 | $467.0M |

## 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/S000028535.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.