Morningstar

NYLIM WMC Small Companies Investor Class MOINX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $32.66  /  +0.28 %
  • Fund Size $319.0M
  • Adjusted Expense Ratio 1.480%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.02%
  • Turnover Ratio 77%
NAV and 1-Day Return as of

Morningstar’s Analysis MOINX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLIM WMC Small Companies Investor Class 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

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Portfolio Holdings MOINX

More MOINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xometry Inc Ordinary Shares - Class A

3.57 12M
Industrials

iShares Russell 2000 ETF

3.09 11M
—

Lundin Mining Corp

2.74 10M
Basic Materials

Laureate Education Inc Shs

2.36 8M
Consumer Defensive

Enova International Inc

2.29 8M
Financial Services

Fortrea Holdings Inc

2.11 7M
Healthcare

Integer Holdings Corp

2.11 7M
Healthcare

DigitalOcean Holdings Inc

2.06 7M
Technology

TTM Technologies Inc

2.03 7M
Technology

Waystar Holding Corp

1.98 7M
Healthcare

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