Morningstar

NYLI PineStone Global Equity Class C FCGYX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 21.28  /  −1.60 %
  • Total Assets 44.1M
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 35%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 10:46 PM GMT+0

Morningstar’s Analysis FCGYX

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

  • People Pillar

    The People Pillar is our evaluation of the FCGYX 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 FCGYX’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 FCGYX

More FCGYX 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
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

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