Advertisement
Skip to Content

MainStay Epoch International Choice R3 ICEZX

Quantitative rating as of
  • NAV / 1-Day Return 37.02  /  0.62 %
  • Total Assets 230.6 Mil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.560%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.55%
  • Turnover 49%

Morningstar’s Analysis ICEZX

Will ICEZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

An upgrade in its Process Pillar rating is the primary driver of MainStay Epoch International Choice R3's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor