Advertisement
Skip to Content
Morningstar

MainStay Epoch US Equity Yield Investor EPLIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 19.45  /  0.57 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.330%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.75%
  • Turnover 25%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis EPLIX

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

People Pillar

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

Summary

|

MainStay Epoch US Equity Yield Investor's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor