Morningstar

NYLI PineStone U.S. Equity Class I FCUIX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 20.79  /  +0.53 %
  • Total Assets 387.8M
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.38%
  • Turnover 15%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FCUIX

Will FCUIX 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 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.

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

Analyst Luke Richardson

Luke Richardson

Analyst

Summary

The PineStone US Equity strategy (which includes Canada-domiciled NBI US Equity, NBI US High Conviction Equity Private Portfolio, and US-domiciled NYLI PineStone US Equity Fund) 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 FCUIX

More FCUIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

9.34 38M
Communication Services

Microsoft Corp

7.32 30M
Technology

Moodys Corp

6.99 28M
Financial Services

Mastercard Inc Class A

6.03 24M
Financial Services

AutoZone Inc

5.92 24M
Consumer Cyclical

Amazon.com Inc

5.19 21M
Consumer Cyclical

CME Group Inc Class A

4.74 19M
Financial Services

Analog Devices Inc

4.19 17M
Technology

Linde PLC

4.05 16M
Basic Materials

TJX Companies Inc

3.84 16M
Consumer Cyclical

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