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MainStay WMC Small Companies I MOPIX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 25.73  /  −0.35 %
  • Total Assets 310.1 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 0.32%
  • Turnover 86%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 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.

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.

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Portfolio Holdings MOPIX

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

iShares Russell 2000 ETF

3.76 11.4 Mil

Blue Bird Corp

2.63 8.0 Mil
Consumer Cyclical

MRC Global Inc

2.37 7.2 Mil
Energy

Freshpet Inc

2.24 6.8 Mil
Consumer Defensive

Interface Inc

2.09 6.3 Mil
Industrials

Hims & Hers Health Inc Ordinary Shares - Class A

2.04 6.2 Mil
Consumer Defensive

Tidewater Inc

2.04 6.2 Mil
Energy

Minerals Technologies Inc

2.01 6.1 Mil
Basic Materials

NAPCO Security Technologies Inc

1.99 6.0 Mil
Industrials

Magnite Inc

1.98 6.0 Mil
Communication Services