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.
- NAV / 1-Day Return 19.97 / 0.75 %
- Total Assets 1.1 Bil
Adj. Expense Ratio
- 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.