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.
NYLI PineStone Global Equity Class P FCGPX
- NAV / 1-Day Return 21.77 / +0.51 %
- Total Assets 43.9M
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Blend
- Min. Initial Investment 5M
- Status Open
- TTM Yield 0.38%
- Turnover 35%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FCGPX
Will FCGPX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FCGPX 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 FCGPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 57.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd ADR | 10.35 | 4M | Technology |
Alphabet Inc Class A | 9.29 | 4M | Communication Services |
Microsoft Corp | 5.61 | 2M | Technology |
ASML Holding NV | 5.32 | 2M | Technology |
Mastercard Inc Class A | 5.14 | 2M | Financial Services |
Moodys Corp | 4.91 | 2M | 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 |
United States