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Morningstar

MainStay Epoch US Equity Yield C EPLKX

Morningstar Analyst Rating
Quantitative rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 18.77  /  0.54 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.080%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.03%
  • Turnover 25%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis EPLKX

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

People Pillar

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

Summary

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MainStay Epoch US Equity Yield C's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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