2026


2025


2024

2023

2022


2021

2020


1. Ausbil Investment Management Limited (“Ausbil”) was named Fund Manager of the Year at the 2025 Zenith Fund Awards, issued by Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 (“Zenith”) on 23 October 2025.

The award is based on Zenith’s assessment of eligible fund managers’ long term capabilities including investment philosophy, processes, performance, risk management, and team structure for the period ending 23 October 2025 (and results are current for 12 months from that date).

Awards and rankings are limited to the stated time period and do not represent any assessment of the performance of any Ausbil fund after that date. The rating process is structured to allow for both favorable and unfavorable responses and is not designed to produce a predetermined result.

Ausbil did not pay a fee to Zenith to be considered for this award. Ausbil pays Zenith a fee for research and rating services.

Past performance is not indicative of future results. For more information, please see the full announcement here.

2026


2026 US Morningstar Awards for Investing Excellence1

Outstanding Fixed Income Manager Nominee
John Loffredo & Robert DiMella, Co-heads of MacKay Municipal Managers


2025


New York Life Investment Management recognized with DALBAR Mutual Fund Service Award for 20242

Celebrating 24 consecutive years of excellence in mutual fund service. 

New York Life Investment Management received the Dalbar Mutual Fund Service Award on 01/08/2025 for the time period of 1/1/24 to 12/31/24. No direct or indirect compensation was paid for the creation or distribution of this award.


2023


New York Life Investment Management Ranked Among Pensions & Investments Largest Money Managers 2023

On June 12, 2023, New York Life Investment Management was ranked #25 in Pensions & Investments’ Largest Money Managers 2023 for the time period 12/31/21–12/31/22 moving up two spots from #27 last year. (Managers are ranked by total worldwide institutional assets under management. Access the full list here.) No direct or indirect compensation was paid for the creation and distribution of this ranking. 

P & I

MainStay Named a Barron’s Top 10 Mutual Fund Family

For 2022, Barron’s ranked MainStay Funds #7 overall and #2 in the Taxable Bond Group as of 12/31/22, out of 49 fund families.3 Barron's Fund Family Rankings are based on one-year relative performance.

Barron's

2022



New York Life Investment Management Ranked Among Pensions & Investments Largest Money Managers

New York Life Investment Management ranked 1st/ 6th/ 3rd/ 27th among the largest managers of high yield securities (1st out of 10)/ convertible securities (6th out of 10)/ buyout funds (3rd out of 8)/ money managers (27th out of 444) within Pension & Investments, June 2022. Rankings are based on U.S. institutional, tax-exempt assets managed internally as of December 31, 2021. New York Life Investment Management assets includes assets of affiliated investment advisors.

P & I


MainStay Named a Barron’s Top 10 Mutual Fund Family

MainStay Funds, the mutual fund family of New York Life Investment Management, was named a top 10 mutual fund family for 2021 by Barron’s, based on relative performance for the 2021 calendar year among 51 qualifying fund families for the Best Fund Family Category.4

Barrons

2021



MainStay Named Top 3 in Municipal Bonds by Barron’s

MainStay’s municipal bond funds, managed by MacKay Municipal Managers, ranked #3 in 2020 among 53 fund families for the municipal bond category, based on one-year relative performance.5

Barrons


MainStay CBRE Global Infrastructure Fund, Best Infrastructure Fund Over 5 Years

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. The MainStay CBRE Global Infrastructure Fund (VCRIX) is the winner of the Refinitiv Lipper Fund United States 2021 Award for Best Infrastructure Fund Over 5 Years among 15 funds. Refinitiv Lipper Fund Awards, ©2021 Refinitiv. All rights reserved. Used under license.6

Refinitiv Lipper Fund Award vcrax

2020



MainStay CBRE Global Infrastructure Fund Cited as a Refinitiv Lipper Fund Award for 2020

Cited for delivering consistently strong risk-adjusted performance relative to its peers.7

Refinitiv Lipper Fund Award vcrax


MainStay MacKay High Yield Corporate Bond Fund Named Among Best Mutual Funds for 2020

Investor's Business Daily cites fund as U.S. taxable bond leader.8

Ibd Best mf 2020 Taxable

Awards, rankings and recognitions displayed on this page are provided by independent third-party organizations and are based on each organization's own criteria and published methodology. The awarding organization, award or publication date, evaluation period, and methodology are identified for each award where applicable.

Unless otherwise indicated, New York Life Investment Management did not provide direct or indirect compensation in connection with obtaining or using any award, ranking or recognition presented on this page.

Awards, rankings and recognitions relate only to the evaluation period specified by the awarding organization. They are not representative of any one client's experience, are not intended to predict or guarantee future investment results or client experience, and should not be construed as an endorsement of New York Life Investment Management, its investment professionals, or its products or services.

Past performance does not guarantee future results. Investment products are subject to market risk, including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of any investment before investing.

1. The 2026 U.S. Morningstar Awards for Investing Excellence – Outstanding Fixed-Income Portfolio Manager (Nomination) was issued by Morningstar. Nominees were announced on March 26, 2026, and winners were announced on April 8, 2026. The award is based on Morningstar's Manager Research framework, which includes a qualitative evaluation of investment skill, performance, stewardship, and alignment with investors' interests. Morningstar's methodology evaluates a manager's long-term investment record and defines "long term" as periods lasting at least five years. The evaluation considered information available through January 31, 2026, with portfolio performance and manager track records generally evaluated through February 28, 2026, as applicable under Morningstar's methodology. No compensation was provided directly or indirectly in connection with this rating or nomination. This rating is not indicative of future performance and may not be representative of any one investor's experience. Past performance does not guarantee future results.

2. New York Life Investment Management received the Dalbar Mutual Fund Service Award on 01/08/2025 for the time period of 1/1/24 to 12/31/24. No direct or indirect compensation was paid for the creation or distribution of this award.

Media Contact

Sara Guenoun
Public Relations
1-718-687-6259
Sara_J_Guenoun@newyorklife.com

 

New York Life Investment Management At-a-Glance

  • Headquartered in New York, New York.

  • Over 2,000 employees.

  • Major locations around the globe.