New York Life Agents Progress-Sharing Investment Plan

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
Fidelity Mid Cap Index	FSMDX	C+	U.S. Mid Cap	16	0.04%
Fidelity Small Cap Index	FSSNX	C+	U.S. Small Cap	23	0.05%
MainStay Epoch U.S. Small Cap Fund Class I	MOPIX	F+	U.S. Small Cap	23	1.04%
Mainstay Income Builder Fund Class R6		B	U.S. All Cap	8	0.79%
U.S. Equities - Growth
T. Rowe Price Institutional Large Cap Core Growth Fund	TPLGX	D--	U.S. Large Cap - Growth	21	0.6%
U.S. Equities - Value
MFS Value Fund Class R6	MEIKX	C++	U.S. Mega Cap - Value	14	0.56%
AMG Managers Silvercrest Small Cap Z		F++	U.S. Small Cap - Value	24	1.15%
Specialty
Principal Real Estate Securities Fund R6		C++	U.S. Real Estate	18	0.88%
Global & Intl. Equity
Fidelity Global ex U.S. Index	FSGGX	A-	International Large Cap	14	0.1%
MainStay International Equity Fund Class I	MSIIX	A-	International Large Cap - Growth	15	1.14%
Bonds
Fixed Dollar Option		C	U.S. Cash / Money Market	0	0%
BlackRock High Yield Bond Portfolio Class K	BRHYX	B++	Bond - U.S. High Yield	4	0.54%
Other
MainStay Retirement 2030 Fund Class I	MRTIX		Other	0	0.12%
MainStay Retirement 2040 Fund Class I	MSRYX		Other	0	0.12%
Mainstay Epocj U.S. All Cap Fund Class R6			Other	0	0.9%
MainStay Retirement 2050 Fund Class I	MSRMX		Other	0	0.12%
MainStay Retirement 2010 Fund Class I	MYRIX		Other	0	0.12%
MainStay Retirement 2020 Fund Class I	MYRTX		Other	0	0.12%

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