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NYLI MacKay Core Plus Bond ETF (CPLB)
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Upturn Advisory Summary
08/14/2025: CPLB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.99% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.69 - 21.29 | Updated Date 06/28/2025 |
52 Weeks Range 19.69 - 21.29 | Updated Date 06/28/2025 |
Upturn AI SWOT
NYLI MacKay Core Plus Bond ETF
ETF Overview
Overview
The NYLI MacKay Core Plus Bond ETF (NYCB) is an actively managed ETF focusing on a diversified portfolio of investment-grade fixed-income securities, aiming for total return.
Reputation and Reliability
New York Life Investment Management (NYLIM) has a long-standing reputation in the insurance and asset management industry, known for its financial strength and stability.
Management Expertise
Mackay Shields LLC, a subsidiary of NYLIM, manages the ETF. They have extensive experience in fixed-income investing with a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
Seeks to maximize total return, consistent with prudent investment management, by investing primarily in investment-grade fixed-income securities.
Investment Approach and Strategy
Strategy: Actively managed, not tracking a specific index, using a bottom-up fundamental research process to identify undervalued securities.
Composition Primarily invests in U.S. government and agency securities, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1.13608431E8
Competitors
Key Competitors
- AGG
- LQD
- BND
Competitive Landscape
The core plus bond ETF market is highly competitive, with many established players. NYCB differentiates itself through active management seeking to outperform passive benchmarks. However, active management also carries the risk of underperformance and higher fees.
Financial Performance
Historical Performance: Historical performance data is unavailable. Analyze the ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: Compare the ETFu2019s performance to its benchmark index (Bloomberg Barclays U.S. Aggregate Bond Index) to gauge its effectiveness.
Expense Ratio: 0.20
Liquidity
Average Trading Volume
The average trading volume of NYCB is relatively low, which may impact the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for NYCB is typically small, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, inflation expectations, and credit spreads significantly impact the performance of NYCB.
Growth Trajectory
The growth trajectory of NYCB depends on its ability to attract assets through consistent performance and effective marketing.
Moat and Competitive Advantages
Competitive Edge
NYCB benefits from the established reputation and resources of New York Life Investment Management. Its active management approach provides flexibility to adjust to changing market conditions and identify undervalued securities. The core plus strategy aims to enhance returns through targeted allocations to higher-yielding sectors while maintaining a core allocation to investment-grade bonds. A possible competitive advantage is the active management and potential for outperformance compared to passive index-tracking bond ETFs.
Risk Analysis
Volatility
Assess NYCBu2019s historical volatility by examining its standard deviation of returns.
Market Risk
NYCB is exposed to interest rate risk, credit risk, and market risk associated with its underlying fixed-income holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a diversified fixed-income portfolio with the potential for higher returns than a passive bond index, while accepting the risks associated with active management.
Market Risk
NYCB is suitable for long-term investors seeking income and potential capital appreciation, but not ideal for active traders due to its low liquidity.
Summary
NYLI MacKay Core Plus Bond ETF is an actively managed fixed-income ETF seeking total return through a diversified portfolio of investment-grade bonds. Managed by Mackay Shields under the New York Life Investment Management umbrella, it aims to outperform passive benchmarks by actively allocating assets and identifying undervalued securities. However, it carries risks associated with active management, credit risk, and interest rate risk. It suits long-term investors seeking income and capital appreciation but may not be ideal for active traders due to low liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fact Sheet
- ETF.com
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About NYLI MacKay Core Plus Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its assets in bonds, which include all types of debt securities. The fund generally seeks to invest in a broad portfolio of corporate, government, and mortgage-related and asset-backed securities. The fund"s investments may also include convertible corporate securities, loans and loan participation interests.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.