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MainStay Epoch US Equity Yield C EPLKX

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%

Morningstar’s Analysis EPLKX

Will EPLKX 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 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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