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Morningstar

MainStay Epoch International Choice C ICEWX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 37.17  /  0.54 %
  • Total Assets 231.7 Mil
  • Adj. Expense Ratio
    2.270%
  • Expense Ratio 2.250%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 49%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis ICEWX

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

People Pillar

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

Summary

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MainStay Epoch International Choice C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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