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Morningstar

MainStay PineStone Global Equity I FCGIX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 18.03  /  0.73 %
  • Total Assets 25.3 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover —

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 PM GMT+0

Morningstar’s Analysis FCGIX

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

People Pillar

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

MainStay PineStone Global Equity I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FCGIX

More FCGIX Holdings
  • Current Portfolio Date
  • Equity Holdings 31
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 48.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.19
2,102,153
Technology

Moody's Corporation

5.85
1,502,150
Financial Services

Alphabet Inc Class A

5.35
1,373,677
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.87
1,249,491
Technology

Mastercard Inc Class A

4.83
1,238,895
Financial Services

AutoZone Inc

4.57
1,171,879
Consumer Cyclical

LVMH Moet Hennessy Louis Vuitton SE

4.38
1,124,922
Consumer Cyclical

UnitedHealth Group Inc

3.67
941,093
Healthcare

Oracle Corp

3.45
886,863
Technology

Johnson & Johnson

3.32
852,594
Healthcare