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Morningstar

MainStay WMC Small Companies I MOPIX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 23.29  /  −1.81 %
  • Total Assets 274.0 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.31%
  • Turnover 86%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 9:57 PM GMT+0

Morningstar’s Analysis MOPIX

Will MOPIX 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 MOPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MOPIX 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 MOPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MainStay WMC Small Companies I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOPIX

More MOPIX 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