Portfolio Type |
Portfolio and Adviser/Subadviser |
Current
Expenses |
Average Annual Total Returns
(as of 12/31/2023) | ||
1 Year |
5 Year |
10 Year | |||
Large Cap Equity |
NYLI VP MFS® Investors Trust – Initial Class
Adviser: New York Life Investment Management LLC (“New York Life Investments”)
Subadviser: Massachusetts Financial Services Company (MFS) |
0.74% |
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Portfolio Type |
Portfolio and Adviser/Subadviser |
Current
Expenses |
Average Annual Total Returns
(as of 12/31/2023) | ||
1 Year |
5 Year |
10 Year | |||
Large Cap Equity |
NYLI VP MFS® Research – Initial Class
Adviser: New York Life Investments Subadviser: MFS |
0.75% |
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--- |
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Sector |
NYLI VP Newton Technology Growth – Initial Class
Adviser: New York Life Investments Subadviser: Newton Investment Management
North America, LLC (NIMNA) |
0.77% |
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Funds and Eligible Portfolios |
Investment Adviser |
Investment Objectives |
New York Life Investments VP Funds Trust:
NYLI VP MFS® Investors Trust – Initial
Class |
New York Life Investment Management LLC (“New York Life
Investments”) Subadviser: Massachusetts Financial
Services Company (MFS) |
•Seeks capital appreciation. |
NYLI VP MFS® Research – Initial Class |
New York Life Investments
Subadviser: MFS |
•Seeks capital appreciation. |
NYLI VP Newton Technology Growth –
Initial Class |
New York Life Investments
Subadviser: Newton Investment
Management North America, LLC
(NIMNA) |
•Seeks capital appreciation. |
SUBSTITUTIONS | |
Existing Portfolio |
Replacement Portfolio |
MFS® Investors Trust Series – Initial
Class |
NYLI VP MFS® Investors Trust – Initial Class
|
MFS® Research Series – Initial Class
|
NYLI VP MFS® Research – Initial Class |
BNY Mellon IP Technology Growth Portfolio – Initial
Shares |
NYLI VP Newton Technology Growth – Initial Class |