Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
MainStay Epoch Capital Growth Inv MECVX
- NAV / 1-Day Return 14.17 / −1.46 %
- Total Assets 174.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.460%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.27%
- Turnover 30%
USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 9:57 PM GMT+0
Morningstar’s Analysis MECVX
Will MECVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Meta Platforms Inc Class A | 1.85 | 3.3 Mil | Communication Services |
Ameriprise Financial Inc | 1.83 | 3.3 Mil | Financial Services |
Deckers Outdoor Corp | 1.83 | 3.3 Mil | Consumer Cyclical |
Industria De Diseno Textil SA Share From Split | 1.82 | 3.3 Mil | Consumer Cyclical |
Costco Wholesale Corp | 1.69 | 3.0 Mil | Consumer Defensive |
Eagle Materials Inc | 1.64 | 2.9 Mil | Basic Materials |
Medpace Holdings Inc | 1.62 | 2.9 Mil | Healthcare |
Arista Networks Inc | 1.62 | 2.9 Mil | Technology |
Lam Research Corp | 1.60 | 2.9 Mil | Technology |
Alphabet Inc Class A | 1.58 | 2.8 Mil | Communication Services |