Morningstar

NYLI PineStone Global Equity Class R6 FCGMX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 21.66  /  −0.32 %
  • Total Assets 43.8M
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.47%
  • Turnover 35%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FCGMX

Will FCGMX outperform in the 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 FCGMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Style headwinds persist, but a high-caliber team remains a strength.

Analyst Luke Richardson

Luke Richardson

Analyst

Summary

The PineStone Global Equity strategy, which includes Canada-domiciled NBI Global Equity and US-domiciled NYLI PineStone Global Equity, earns an upgraded People rating of High; the Process rating remains Above Average.

by Luke Richardson
Rated on Published on

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Portfolio Holdings FCGMX

More FCGMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Mastercard Inc Class A

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Financial Services

Moodys Corp

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Financial Services

CME Group Inc Class A

4.51 2M
Financial Services

AutoZone Inc

4.46 2M
Consumer Cyclical

TJX Companies Inc

3.86 1M
Consumer Cyclical

InterContinental Hotels Group PLC

3.59 1M
Consumer Cyclical

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