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.
- NAV / 1-Day Return 37.02 / 0.62 %
- Total Assets 230.6 Mil
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Adj. Expense Ratio
- 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.