Morningstar

NYLI WMC Enduring Capital Class R6 MCSDX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 38.60  /  +0.60 %
  • Total Assets 353.1M
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.64%
  • Turnover 15%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MCSDX

Will MCSDX outperform in the 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 MCSDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI WMC Enduring Capital Class R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MCSDX

More MCSDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Software Inc

5.49 19M
Technology

Linde PLC

5.48 19M
Basic Materials

Credit Acceptance Corp

5.35 19M
Financial Services

M&T Bank Corp

5.16 18M
Financial Services

PACCAR Inc

5.07 18M
Industrials

Old Dominion Freight Line Inc Ordinary Shares

4.76 17M
Industrials

NVR Inc

4.75 17M
Consumer Cyclical

Expeditors International of Washington Inc

4.69 16M
Industrials

Amphenol Corp Class A

4.62 16M
Technology

Progressive Corp

4.61 16M
Financial Services

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