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MainStay WMC Value C MMPCX

Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 20.09  /  +0.20 %
  • Total Assets 966.4 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.15%
  • Turnover 29%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MMPCX

Will MMPCX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit MainStay WMC Value C to a Morningstar Medalist Rating of 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 highest quintile among peers.

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Portfolio Holdings MMPCX

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

JPMorgan Chase & Co

4.08 39.0 Mil
Financial Services

Merck & Co Inc

3.05 29.1 Mil
Healthcare

Johnson & Johnson

2.77 26.4 Mil
Healthcare

Cisco Systems Inc

2.42 23.1 Mil
Technology

Elevance Health Inc

2.23 21.3 Mil
Healthcare

Pfizer Inc

2.10 20.1 Mil
Healthcare

UnitedHealth Group Inc

2.04 19.5 Mil
Healthcare

United Parcel Service Inc Class B

2.00 19.1 Mil
Industrials

M&T Bank Corp

1.98 18.9 Mil
Financial Services

American International Group Inc

1.95 18.6 Mil
Financial Services