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- Upturn Summary
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- Fund Details
New York Life Investments Active ETF Trust - NYLI CBRE Real Assets ETF(REIX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for REIX
09/22/2026: REIX (1-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 11.06% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/22/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 22, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $6.51M |
| Issuer | New York Life Investment Management LLC |
| Expense Ratio | 0.45% |
| Inception | May 9, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +4.70% |
| 1 Year | +6.74% |
| 3 Year | +11.13% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14% |
| 3Y Volatility | 13.91% |
| 3Y Sharpe Ratio | 0.51 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 41.58% |
| Large Cap | 31.77% |
| Small Cap | 18.92% |
| Mega Cap | 5.86% |
| Micro Cap | 1.06% |
Top Sectors
| Sector | Weight |
|---|---|
| Real Estate | 52.99% |
| Utilities | 27.48% |
| Industrials | 12.24% |
| Energy | 6.19% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.98x |
| Portfolio P/B | 1.93x |
| Portfolio P/S | 3.46x |
Top Holdings
| Holding | Weight |
|---|---|
| Welltower | 6.92% |
| Equinix | 4.12% |
| Xcel Energy | 2.81% |
| WEC Energy Group | 2.42% |
| Williams Companies | 1.99% |
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