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MainStay WMC Enduring Capital C MGOCX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 31.70  /  +0.19 %
  • Total Assets 546.0 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.16%
  • Turnover 17%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 10:51 PM GMT+0

Morningstar’s Analysis MGOCX

Will MGOCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

MainStay WMC Enduring Capital C's recent fee cut is n't sufficient to overcome its decreased People Pillar rating, resulting in a downgrade to this strategy's Morningstar Medalist Rating to Negative from 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.

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Portfolio Holdings MGOCX

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

Constellation Software Inc

7.05 37.0 Mil
Technology

NVR Inc

5.22 27.4 Mil
Consumer Cyclical

PACCAR Inc

4.83 25.4 Mil
Industrials

Markel Group Inc

4.59 24.1 Mil
Financial Services

Progressive Corp

4.42 23.2 Mil
Financial Services

Copart Inc

4.37 22.9 Mil
Industrials

Linde PLC

4.13 21.7 Mil
Basic Materials

Watsco Inc Class A

4.10 21.5 Mil
Industrials

Berkshire Hathaway Inc Class B

4.10 21.5 Mil
Financial Services

Expeditors International of Washington Inc

4.02 21.1 Mil
Industrials