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Morningstar

MainStay WMC Intl Research Eq I MYIIX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 7.44  /  +1.22 %
  • Total Assets 170.6 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.96%
  • Turnover 65%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:06 PM GMT+0

Morningstar’s Analysis MYIIX

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

  • People Pillar

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

MainStay WMC Intl Research Eq I's Average People Pillar and Process Pillar ratings result in 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 MYIIX

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

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.20 5.7 Mil
Technology

ASML Holding NV

2.29 4.1 Mil
Technology

Shell PLC

1.95 3.5 Mil
Energy

Novo Nordisk A/S Class B

1.90 3.4 Mil
Healthcare

TotalEnergies SE

1.88 3.3 Mil
Energy

Unilever PLC

1.88 3.3 Mil
Consumer Defensive

Tencent Holdings Ltd

1.71 3.0 Mil
Communication Services

HSBC Holdings PLC

1.44 2.6 Mil
Financial Services

Alimentation Couche-Tard Inc

1.42 2.5 Mil
Consumer Cyclical

Haleon PLC

1.39 2.5 Mil
Healthcare