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Morningstar

MainStay PineStone U.S. Equity I FCUIX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 18.06  /  +0.61 %
  • Total Assets 388.3 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.25%
  • Turnover 2%

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:11 PM GMT+0

Morningstar’s Analysis FCUIX

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

  • People Pillar

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

Strength in MainStay PineStone U.S. Equity I's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FCUIX

More FCUIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.67 39.2 Mil
Technology

Alphabet Inc Class A

7.03 28.5 Mil
Communication Services

AutoZone Inc

6.76 27.4 Mil
Consumer Cyclical

Moody's Corporation

5.93 24.1 Mil
Financial Services

Mastercard Inc Class A

5.43 22.1 Mil
Financial Services

UnitedHealth Group Inc

5.11 20.7 Mil
Healthcare

Lowe's Companies Inc

4.22 17.1 Mil
Consumer Cyclical

Linde PLC

4.20 17.0 Mil
Basic Materials

PepsiCo Inc

3.85 15.6 Mil
Consumer Defensive

Sherwin-Williams Co

3.83 15.5 Mil
Basic Materials