Morningstar

NYLI WMC Small Companies Class A MOPAX

Morningstar Medalist Rating
Medalist Rating as of | See New York Life Investment Hub
  • NAV / 1-Day Return 37.13  /  −0.08 %
  • Total Assets 355.4M
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 15,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 77%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis MOPAX

Will MOPAX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

NYLI WMC Small Companies Class A 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MOPAX

More MOPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vishay Intertechnology Inc

4.62 16M
Technology

Xometry Inc Ordinary Shares - Class A

3.70 13M
Industrials

Tower Semiconductor Ltd

3.34 12M
Technology

Lundin Mining Corp

3.08 11M
Basic Materials

TTM Technologies Inc

2.99 10M
Technology

DigitalOcean Holdings Inc

2.92 10M
Technology

Kaiser Aluminum Corp

2.80 10M
Basic Materials

Power Integrations Inc

2.22 8M
Technology

NetScout Systems Inc

2.07 7M
Technology

Bandwidth Inc Class A

2.05 7M
Technology

Sponsor Center