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Morningstar

MainStay WMC Small Companies Inv MOINX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 21.98  /  +0.73 %
  • Total Assets 281.4 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 86%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MOINX

Will MOINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MOINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MOINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MOINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased confidence in MainStay WMC Small Companies Inv's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings MOINX

More MOINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Freshpet Inc

2.57 7.0 Mil
Consumer Defensive

Hims & Hers Health Inc Ordinary Shares - Class A

2.46 6.7 Mil
Consumer Defensive

Skyline Champion Corp

2.38 6.5 Mil
Consumer Cyclical

Blue Bird Corp

2.29 6.2 Mil
Consumer Cyclical

MRC Global Inc

2.26 6.1 Mil
Energy

Interface Inc

2.20 6.0 Mil
Industrials

BWX Technologies Inc

2.16 5.9 Mil
Industrials

Carpenter Technology Corp

1.86 5.1 Mil
Industrials

Hilton Grand Vacations Inc

1.85 5.0 Mil
Consumer Cyclical

PBF Energy Inc Class A

1.83 5.0 Mil
Energy