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MainStay Epoch US Equity Yield Investor EPLIX

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%

Morningstar’s Analysis EPLIX

Will EPLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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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.

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