Advertisement
Skip to Content
Morningstar

MainStay Epoch International Choice R3 ICEZX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:04 PM GMT+00:00

Morningstar’s Analysis ICEZX

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

People Pillar

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

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