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Morningstar

MainStay Epoch Global Equity Yield Inv EPSIX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:23 PM GMT+00:00

Morningstar’s Analysis EPSIX

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

People Pillar

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

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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