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Morningstar

MainStay WMC Small Companies A MOPAX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 19.88  /  0.76 %
  • Total Assets 246.9 Mil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 2.23%
  • Turnover 75%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis MOPAX

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

People Pillar

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

Weakness in MainStay WMC Small Companies A's Process and People Pillar ratings limits this strategy 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MOPAX

More MOPAX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 23.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 ETF

4.09
9,277,447
—

MRC Global Inc

2.51
5,700,330
Energy

Taboola.com Ltd

2.20
4,990,664
Communication Services

Skyline Champion Corp

2.19
4,959,629
Consumer Cyclical

Carpenter Technology Corp

2.18
4,941,270
Industrials

Laureate Education Inc Shs

2.12
4,808,081
Consumer Defensive

BWX Technologies Inc

2.08
4,715,963
Industrials

PBF Energy Inc Class A

2.01
4,561,787
Energy

CareTrust REIT Inc

1.97
4,464,087
Real Estate

Agilysys Inc

1.94
4,400,770
Technology