Morningstar

NYLIM Epoch Capital Growth Class A MECDX

Morningstar Medalist Rating
Unlock
  • NAV / 1-Day Return $16.49  /  +0.55 %
  • Fund Size $132.6M
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $15,000
  • Investment Status Open
  • TTM Yield 0.17%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

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

NYLIM 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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MECDX

More MECDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.48 6M
Technology

Apple Inc

2.74 4M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

2.18 3M
Technology

Alphabet Inc Class A

1.79 2M
Communication Services

AbbVie Inc

1.66 2M
Healthcare

Lam Research Corp

1.65 2M
Technology

KLA Corp

1.62 2M
Technology

West Pharmaceutical Services Inc

1.61 2M
Healthcare

Applied Materials Inc

1.61 2M
Technology

EMCOR Group Inc

1.61 2M
Industrials

Sponsor Center