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.
- NAV / 1-Day Return 18.77 / 0.54 %
- Total Assets 1.1 Bil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis EPLKX
Will EPLKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.