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MainStay Epoch Global Equity Yield Inv EPSIX

Quantitative rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 19.97  /  0.75 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.23%
  • Turnover 50%

Morningstar’s Analysis EPSIX

Will EPSIX outperform in future?

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

Summary

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A strong management team and sound investment process underpin MainStay Epoch Global Equity Yield Inv's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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