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Morningstar

MainStay Epoch International Choice C ICEWX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 38.67  /  −0.80 %
  • Total Assets 218.2 Mil
  • Adj. Expense Ratio
    2.260%
  • Expense Ratio 2.260%
  • 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 0.02%
  • Turnover 34%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:03 PM GMT+0

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.

MainStay Epoch International Choice C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ICEWX

More ICEWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AstraZeneca PLC ADR

5.25 11.9 Mil
Healthcare

Lloyds Banking Group PLC

4.39 10.0 Mil
Financial Services

Coca-Cola Europacific Partners PLC

4.24 9.6 Mil
Consumer Defensive

Keyence Corp

4.18 9.5 Mil
Technology

Asahi Group Holdings Ltd

3.96 9.0 Mil
Consumer Defensive

Sony Group Corp

3.93 8.9 Mil
Technology

Linde PLC

3.77 8.6 Mil
Basic Materials

Compass Group PLC

3.62 8.2 Mil
Consumer Cyclical

Airbus SE

3.48 7.9 Mil
Industrials

NN Group NV

3.48 7.9 Mil
Financial Services