Morningstar

NYLI Epoch Capital Growth Class A MECDX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 16.46  /  +0.79 %
  • Total Assets 133.9M
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 0.17%
  • Turnover 33%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 10:48 PM GMT+0

Morningstar’s Analysis MECDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI Epoch Capital Growth Class A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MECDX

More MECDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Apple Inc

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Taiwan Semiconductor Manufacturing Co Ltd

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West Pharmaceutical Services Inc

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Healthcare

Monster Beverage Corp

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Consumer Defensive

AbbVie Inc

1.78 2M
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Alphabet Inc Class A

1.73 2M
Communication Services

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