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Morningstar

MainStay Epoch Global Equity Yield I EPSYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 20.08  /  0.70 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 2.64%
  • Turnover 50%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:39 PM GMT+00:00

Morningstar’s Analysis EPSYX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin MainStay Epoch Global Equity Yield I's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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