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Morningstar

MainStay Epoch Capital Growth C MECEX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 14.14  /  +0.35 %
  • Total Assets 179.8 Mil
  • Adj. Expense Ratio
    2.200%
  • Expense Ratio 2.200%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 30%

USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 9:52 PM GMT+0

Morningstar’s Analysis MECEX

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

  • People Pillar

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

Increased confidence in MainStay Epoch Capital Growth C's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

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
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Portfolio Holdings MECEX

More MECEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ameriprise Financial Inc

1.81 3.1 Mil
Financial Services

Alphabet Inc Class A

1.79 3.1 Mil
Communication Services

Costco Wholesale Corp

1.75 3.0 Mil
Consumer Defensive

Domino's Pizza Inc

1.75 3.0 Mil
Consumer Cyclical

Industria De Diseno Textil SA Share From Split

1.72 3.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.72 3.0 Mil
Communication Services

MainStay US Government Liquidity I

1.69 2.9 Mil
Cash and Equivalents

Deckers Outdoor Corp

1.67 2.9 Mil
Consumer Cyclical

LPL Financial Holdings Inc

1.66 2.9 Mil
Financial Services

Medpace Holdings Inc

1.64 2.8 Mil
Healthcare