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Morningstar

MainStay WMC Enduring Capital Inv MCSSX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 32.22  /  0.37 %
  • Total Assets 507.7 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.07%
  • Turnover 2%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 10:59 PM GMT+0

Morningstar’s Analysis MCSSX

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

People Pillar

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

Strength in MainStay WMC Enduring Capital Inv's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 MCSSX

More MCSSX Holdings
  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings —
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Software Inc

6.62
33,306,138
Technology

Markel Group Inc

5.37
27,023,136
Financial Services

NVR Inc

5.02
25,248,612
Consumer Cyclical

PACCAR Inc

4.75
23,884,158
Industrials

Berkshire Hathaway Inc Class B

4.54
22,841,662
Financial Services

Progressive Corp

4.36
21,915,512
Financial Services

Copart Inc

4.34
21,815,821
Industrials

Linde PLC

4.22
21,241,450
Basic Materials

Expeditors International of Washington Inc

4.08
20,535,964
Industrials

Watsco Inc Class A

4.08
20,504,530
Industrials