IWFG
NYLI Winslow Focused Large Cap Growth ETF
📎 Investment Objective
The NYLI Winslow Focused Large Cap Growth ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of large-capitalization growth stocks.
Overview
ETF tracking NYLI Winslow Focused Large Cap Growth ETF
Performance
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Investment Summary
📎 Investment Objective
The NYLI Winslow Focused Large Cap Growth ETF seeks to provide long-term capital appreciation by investing in a concentrated portfolio of large-capitalization growth stocks.
🎯 Investment Strategy
The fund invests primarily in the common stocks of large-capitalization U.S. companies that the portfolio managers believe have strong growth potential. The portfolio is focused, typically holding 30-40 stocks, to provide exposure to the managers' highest-conviction ideas.
✨ Key Features
- Concentrated portfolio of 30-40 large-cap growth stocks
- Actively managed by experienced growth equity portfolio managers
- Emphasis on companies with strong growth potential and competitive advantages
- Relatively low expense ratio compared to many actively managed funds
⚠️ Primary Risks
- Concentration risk as the portfolio is focused on a limited number of holdings
- Potential for higher volatility compared to a more diversified large-cap growth fund
- Reliance on the portfolio managers' ability to identify and invest in high-growth companies
- Exposure to market and economic conditions that may impact large-cap growth stocks
👤 Best For
The NYLI Winslow Focused Large Cap Growth ETF may be suitable for investors seeking long-term capital appreciation through exposure to a concentrated portfolio of large-cap growth stocks. This ETF may be appropriate for investors with a higher risk tolerance who are willing to accept the potential for increased volatility in exchange for the potential for higher returns.